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ABYAX vs LOTAX
ABYAX vs LOTAX Comparison Chart
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ABYAX vs. LOTAX commentary
May 25, 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: 2.48B vs. LOTAX (289M). LOTAX pays higher dividends than ABYAX: LOTAX (5.24) vs ABYAX (1.75). 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 : -12.50 vs. LOTAX (-18.35). LOTAX return over 5 years is better than : 7.94 vs. ABYAX (6.31).
| 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 | -8.120 | 67% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 289M | 858% |
| Annual Yield % from dividends | 1.75 | 5.24 | 33% |
| Returns for 1 year | -12.50 | -18.35 | 68% |
| Returns for 3 years | -10.73 | -24.25 | 44% |
| Returns for 5 years | 6.31 | 7.94 | 80% |
| Returns for 10 years | 2.80 | -5.40 | -52% |
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