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ABYCX vs LOTIX
ABYCX vs LOTIX Comparison Chart
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ABYCX vs. LOTIX commentary
Jun 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 LOTIX is a Hold.
FUNDAMENTALS
Fundamentals
ABYCX has more cash in the bank: 2.47B vs. LOTIX (285M). LOTIX pays higher dividends than ABYCX: LOTIX (6.22) vs ABYCX (0.98). ABYCX was incepted earlier than LOTIX: ABYCX (10 years) vs LOTIX (11 years). ABYCX (2.85) is less costly to investors than LOTIX (1.77). LOTIX is a more actively managed with annual turnover of: 140.00 vs. ABYCX (0.00). ABYCX has a lower initial minimum investment than LOTIX: ABYCX (2500) vs LOTIX (100000). ABYCX annual gain was more profitable for investors over the last year : -9.89 vs. LOTIX (-14.32). LOTIX return over 5 years is better than : 14.54 vs. ABYCX (4.91).
| ABYCX | LOTIX | ABYCX / LOTIX | |
| Total Expense Ratio | 2.79 | 1.77 | 158% |
| Annual Report Gross Expense Ratio | 2.85 | 1.77 | 161% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -5.798 | -7.763 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 285M | 868% |
| Annual Yield % from dividends | 0.98 | 6.22 | 16% |
| Returns for 1 year | -9.89 | -14.32 | 69% |
| Returns for 3 years | -17.99 | -30.27 | 59% |
| Returns for 5 years | 4.91 | 14.54 | 34% |
| Returns for 10 years | N/A | -1.10 | - |
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