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ABYAX vs LOTAX
ABYAX vs LOTAX Comparison Chart
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ABYAX vs. LOTAX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ABYAX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
ABYAX has more cash in the bank: 2.47B vs. LOTAX (285M). LOTAX pays higher dividends than ABYAX: LOTAX (5.30) vs ABYAX (1.78). ABYAX was incepted earlier than LOTAX: ABYAX (11 years) vs LOTAX (11 years). ABYAX (2.10) and LOTAX (2.02) have similar cost to investors . LOTAX is a more actively managed with annual turnover of: 140.00 vs. ABYAX (0.00). ABYAX (6%) and LOTAX (6%) have equivalent initial investment costs. ABYAX (2500) and LOTAX (2500) have matching initial minimum investment requirements. ABYAX annual gain was more profitable for investors over the last year : -9.26 vs. LOTAX (-14.54). LOTAX return over 5 years is better than : 13.10 vs. ABYAX (9.01).
| ABYAX | LOTAX | ABYAX / LOTAX | |
| Total Expense Ratio | 2.04 | 2.02 | 101% |
| Annual Report Gross Expense Ratio | 2.10 | 2.02 | 104% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -5.474 | -7.847 | 70% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 285M | 868% |
| Annual Yield % from dividends | 1.78 | 5.30 | 34% |
| Returns for 1 year | -9.26 | -14.54 | 64% |
| Returns for 3 years | -16.03 | -30.84 | 52% |
| Returns for 5 years | 9.01 | 13.10 | 69% |
| Returns for 10 years | 5.00 | -3.59 | -139% |
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