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ABYCX vs LOTAX
ABYCX vs LOTAX Comparison Chart in %
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ABYCX vs. LOTAX commentary
Oct 17, 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 LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
ABYCX has more cash in the bank: 2.43B vs. LOTAX (302M). LOTAX pays higher dividends than ABYCX: LOTAX (4.85) vs ABYCX (0.94). ABYCX was incepted earlier than LOTAX: ABYCX (10 years) vs LOTAX (11 years). ABYCX (2.85) is less costly to investors than LOTAX (2.02). LOTAX is a more actively managed with annual turnover of: 140.00 vs. ABYCX (0.00). ABYCX (2500) and LOTAX (2500) have matching initial minimum investment requirements. LOTAX annual gain was more profitable for investors over the last year : 3.18 vs. ABYCX (1.89). LOTAX return over 5 years is better than : 17.97 vs. ABYCX (10.65).
| ABYCX | LOTAX | ABYCX / LOTAX | |
| Total Expense Ratio | 2.79 | 2.02 | 138% |
| Annual Report Gross Expense Ratio | 2.85 | 2.02 | 141% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 0.285 | 1.825 | 16% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 302M | 806% |
| Annual Yield % from dividends | 0.94 | 4.85 | 19% |
| Returns for 1 year | 1.89 | 3.18 | 60% |
| Returns for 3 years | -14.85 | -22.25 | 67% |
| Returns for 5 years | 10.65 | 17.97 | 59% |
| Returns for 10 years | 5.81 | 9.52 | 61% |
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