Interact to see
Advertisement
Advertisement
ABYAX vs LOTCX
ABYAX vs LOTCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ABYAX vs. LOTCX commentary
May 24, 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: 2.48B vs. LOTCX (289M). LOTCX pays higher dividends than ABYAX: LOTCX (6.00) vs ABYAX (1.75). 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 : -12.50 vs. LOTCX (-18.90). ABYAX return over 5 years is better than : 6.31 vs. LOTCX (3.45).
| 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 | -5.474 | -8.358 | 66% |
| Front Load | 6% | N/A | - |
| 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 | 6.00 | 29% |
| Returns for 1 year | -12.50 | -18.90 | 66% |
| Returns for 3 years | -10.73 | -26.36 | 41% |
| Returns for 5 years | 6.31 | 3.45 | 183% |
| Returns for 10 years | 2.80 | -12.73 | -22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement