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ABYCX vs LOTCX
ABYCX vs LOTCX Comparison Chart in %
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ABYCX vs. LOTCX commentary
Jul 07, 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 LOTCX is a Hold.
FUNDAMENTALS
Fundamentals
ABYCX has more cash in the bank: 2.45B vs. LOTCX (274M). LOTCX pays higher dividends than ABYCX: LOTCX (5.98) vs ABYCX (0.98). ABYCX was incepted earlier than LOTCX: ABYCX (10 years) vs LOTCX (11 years). ABYCX (2.85) and LOTCX (2.77) have similar cost to investors . LOTCX is a more actively managed with annual turnover of: 140.00 vs. ABYCX (0.00). ABYCX (2500) and LOTCX (2500) have matching initial minimum investment requirements. ABYCX annual gain was more profitable for investors over the last year : -11.41 vs. LOTCX (-17.40). LOTCX return over 5 years is better than : 8.63 vs. ABYCX (4.42).
| ABYCX | LOTCX | ABYCX / LOTCX | |
| Total Expense Ratio | 2.79 | 2.77 | 101% |
| Annual Report Gross Expense Ratio | 2.85 | 2.77 | 103% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -5.798 | -7.191 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 274M | 896% |
| Annual Yield % from dividends | 0.98 | 5.98 | 16% |
| Returns for 1 year | -11.41 | -17.40 | 66% |
| Returns for 3 years | -15.53 | -34.99 | 44% |
| Returns for 5 years | 4.42 | 8.63 | 51% |
| Returns for 10 years | N/A | -10.12 | - |
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