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ABYAX vs LOTIX
ABYAX vs LOTIX Comparison Chart in %
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ABYAX vs. LOTIX commentary
Oct 18, 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: 2.45B vs. LOTIX (304M). LOTIX pays higher dividends than ABYAX: LOTIX (5.69) vs ABYAX (1.70). 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). LOTIX annual gain was more profitable for investors over the last year : 4.76 vs. ABYAX (3.17). LOTIX return over 5 years is better than : 20.57 vs. ABYAX (15.85).
| 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 | 1.642 | 2.922 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 304M | 806% |
| Annual Yield % from dividends | 1.70 | 5.69 | 30% |
| Returns for 1 year | 3.17 | 4.76 | 67% |
| Returns for 3 years | -12.01 | -20.69 | 58% |
| Returns for 5 years | 15.85 | 20.57 | 77% |
| Returns for 10 years | 15.58 | 13.93 | 112% |
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