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ABYAX vs LOTIX
ABYAX vs LOTIX Comparison Chart
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ABYAX vs. LOTIX 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 LOTIX is a Hold.
FUNDAMENTALS
Fundamentals
ABYAX has more cash in the bank: 2.48B vs. LOTIX (289M). LOTIX pays higher dividends than ABYAX: LOTIX (6.16) vs ABYAX (1.75). ABYAX was incepted earlier than LOTIX: ABYAX (11 years) vs LOTIX (11 years). ABYAX (2.10) is less costly to investors than LOTIX (1.77). LOTIX is a more actively managed with annual turnover of: 140.00 vs. ABYAX (0.00). ABYAX has a lower initial minimum investment than LOTIX: ABYAX (2500) vs LOTIX (100000). ABYAX annual gain was more profitable for investors over the last year : -12.50 vs. LOTIX (-18.21). LOTIX return over 5 years is better than : 9.22 vs. ABYAX (6.31).
| ABYAX | LOTIX | ABYAX / LOTIX | |
| Total Expense Ratio | 2.04 | 1.77 | 115% |
| Annual Report Gross Expense Ratio | 2.10 | 1.77 | 119% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -5.474 | -8.128 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 289M | 857% |
| Annual Yield % from dividends | 1.75 | 6.16 | 28% |
| Returns for 1 year | -12.50 | -18.21 | 69% |
| Returns for 3 years | -10.73 | -23.68 | 45% |
| Returns for 5 years | 6.31 | 9.22 | 68% |
| Returns for 10 years | 2.80 | -3.13 | -89% |
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