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ABYCX vs LOTCX
ABYCX vs LOTCX Comparison Chart
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ABYCX vs. LOTCX commentary
Jun 15, 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: 2.47B vs. LOTCX (285M). LOTCX pays higher dividends than ABYCX: LOTCX (6.07) 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 : -9.89 vs. LOTCX (-15.20). LOTCX return over 5 years is better than : 8.25 vs. ABYCX (4.91).
| 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 | -8.163 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 285M | 868% |
| Annual Yield % from dividends | 0.98 | 6.07 | 16% |
| Returns for 1 year | -9.89 | -15.20 | 65% |
| Returns for 3 years | -17.99 | -32.80 | 55% |
| Returns for 5 years | 4.91 | 8.25 | 60% |
| Returns for 10 years | N/A | -11.06 | - |
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