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ABYCX vs LOTCX
ABYCX vs LOTCX Comparison Chart in %
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ABYCX vs. LOTCX commentary
Aug 05, 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: 2.33B vs. LOTCX (271M). LOTCX pays higher dividends than ABYCX: LOTCX (6.01) 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 (-7.81) and LOTCX (-8.19) have marching annual gain over last year. ABYCX return over 5 years is better than : 1.31 vs. LOTCX (-1.46).
| 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 | -6.749 | -8.941 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 271M | 859% |
| Annual Yield % from dividends | 0.98 | 6.01 | 16% |
| Returns for 1 year | -7.81 | -8.19 | 95% |
| Returns for 3 years | -14.61 | -25.84 | 57% |
| Returns for 5 years | 1.31 | -1.46 | -90% |
| Returns for 10 years | N/A | -12.87 | - |
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