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ABYAX vs LOTAX
ABYAX vs LOTAX Comparison Chart in %
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ABYAX vs. LOTAX commentary
Sep 09, 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: 2.33B vs. LOTAX (285M). LOTAX pays higher dividends than ABYAX: LOTAX (5.14) vs ABYAX (1.76). 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 (-3.79) and LOTAX (-3.95) have marching annual gain over last year. ABYAX (9.41) and LOTAX (9.18) have equivalent 5 years return.
| 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 | -3.923 | -4.288 | 91% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 285M | 817% |
| Annual Yield % from dividends | 1.76 | 5.14 | 34% |
| Returns for 1 year | -3.79 | -3.95 | 96% |
| Returns for 3 years | -14.16 | -23.12 | 61% |
| Returns for 5 years | 9.41 | 9.18 | 102% |
| Returns for 10 years | 7.17 | 2.19 | 328% |
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