Interact to see
Advertisement
Advertisement
ABYCX vs LFMAX
ABYCX vs LFMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ABYCX vs. LFMAX 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 ABYCX is a Hold and LFMAX is a Hold.
FUNDAMENTALS
Fundamentals
ABYCX has more cash in the bank: 2.48B vs. LFMAX (1.56B). LFMAX pays higher dividends than ABYCX: LFMAX (2.95) vs ABYCX (0.96). ABYCX was incepted earlier than LFMAX: ABYCX (10 years) vs LFMAX (14 years). ABYCX (2.85) is less costly to investors than LFMAX (2.13). LFMAX is a more actively managed with annual turnover of: 90.00 vs. ABYCX (0.00). ABYCX (2500) and LFMAX (2500) have matching initial minimum investment requirements. LFMAX annual gain was more profitable for investors over the last year : -5.26 vs. ABYCX (-13.18). LFMAX return over 5 years is better than : 3.93 vs. ABYCX (2.25).
| ABYCX | LFMAX | ABYCX / LFMAX | |
| Total Expense Ratio | 2.79 | 2.13 | 131% |
| Annual Report Gross Expense Ratio | 2.85 | 2.13 | 134% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -5.798 | -1.440 | 403% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 1.56B | 159% |
| Annual Yield % from dividends | 0.96 | 2.95 | 33% |
| Returns for 1 year | -13.18 | -5.26 | 250% |
| Returns for 3 years | -12.78 | -11.50 | 111% |
| Returns for 5 years | 2.25 | 3.93 | 57% |
| Returns for 10 years | N/A | 10.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement