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ABYAX vs LOTCX
ABYAX vs LOTCX Comparison Chart in %
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ABYAX vs. LOTCX commentary
Aug 05, 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 LOTCX is a Hold.
FUNDAMENTALS
Fundamentals
ABYAX has more cash in the bank: 2.33B vs. LOTCX (271M). LOTCX pays higher dividends than ABYAX: LOTCX (6.01) vs ABYAX (1.78). ABYAX was incepted earlier than LOTCX: ABYAX (11 years) vs LOTCX (11 years). LOTCX (2.77) is less costly to investors than ABYAX (2.10). LOTCX is a more actively managed with annual turnover of: 140.00 vs. ABYAX (0.00). ABYAX (2500) and LOTCX (2500) have matching initial minimum investment requirements. ABYAX annual gain was more profitable for investors over the last year : -7.17 vs. LOTCX (-8.19). ABYAX return over 5 years is better than : 5.30 vs. LOTCX (-1.46).
| ABYAX | LOTCX | ABYAX / LOTCX | |
| Total Expense Ratio | 2.04 | 2.77 | 74% |
| Annual Report Gross Expense Ratio | 2.10 | 2.77 | 76% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -6.296 | -8.941 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 271M | 859% |
| Annual Yield % from dividends | 1.78 | 6.01 | 30% |
| Returns for 1 year | -7.17 | -8.19 | 87% |
| Returns for 3 years | -12.59 | -25.84 | 49% |
| Returns for 5 years | 5.30 | -1.46 | -363% |
| Returns for 10 years | 1.99 | -12.87 | -15% |
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