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ABYAX vs LOTCX
ABYAX vs LOTCX Comparison Chart in %
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ABYAX vs. LOTCX commentary
Jul 07, 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: 2.45B vs. LOTCX (274M). LOTCX pays higher dividends than ABYAX: LOTCX (5.98) 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 : -10.71 vs. LOTCX (-17.40). LOTCX (8.63) and ABYAX (8.62) have equivalent 5 years return.
| 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 | -5.383 | -7.191 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 274M | 896% |
| Annual Yield % from dividends | 1.78 | 5.98 | 30% |
| Returns for 1 year | -10.71 | -17.40 | 62% |
| Returns for 3 years | -22.73 | -34.99 | 65% |
| Returns for 5 years | 8.62 | 8.63 | 100% |
| Returns for 10 years | 5.10 | -10.12 | -50% |
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