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ABYAX vs LOTIX
ABYAX vs LOTIX Comparison
Open Charts ABYAX vs LOTIX
ABYAX vs LOTIX Comparison Chart in %
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ABYAX vs. LOTIX commentary
Jun 16, 2026
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: 2.53B vs. LOTIX (379M). LOTIX pays higher dividends than ABYAX: LOTIX (2.12) vs ABYAX (1.19). ABYAX was incepted earlier than LOTIX: ABYAX (12 years) vs LOTIX (12 years). ABYAX (2.10) is less costly to investors than LOTIX (1.81). LOTIX is a more actively managed with annual turnover of: 81.00 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 : 37.03 vs. ABYAX (13.99). LOTIX return over 5 years is better than : 28.45 vs. ABYAX (10.09).
| ABYAX | LOTIX | ABYAX / LOTIX | |
| Total Expense Ratio | 2.04 | 1.81 | 113% |
| Annual Report Gross Expense Ratio | 2.10 | 1.81 | 116% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 6.193 | 21.441 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.53B | 379M | 668% |
| Annual Yield % from dividends | 1.19 | 2.12 | 56% |
| Returns for 1 year | 13.99 | 37.03 | 38% |
| Returns for 3 years | 4.91 | 19.54 | 25% |
| Returns for 5 years | 10.09 | 28.45 | 35% |
| Returns for 10 years | 23.18 | 38.66 | 60% |
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