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ABYCX vs LOTIX
ABYCX vs LOTIX Comparison Chart
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ABYCX vs. LOTIX commentary
Apr 30, 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 (332M). LOTIX pays higher dividends than ABYCX: LOTIX (5.84) vs ABYCX (0.94). ABYCX was incepted earlier than LOTIX: ABYCX (10 years) vs LOTIX (11 years). ABYCX (2.85) is less costly to investors than LOTIX (1.75). 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 : -11.87 vs. LOTIX (-17.24). LOTIX return over 5 years is better than : 10.09 vs. ABYCX (3.41).
| ABYCX | LOTIX | ABYCX / LOTIX | |
| Total Expense Ratio | 2.79 | 1.75 | 159% |
| Annual Report Gross Expense Ratio | 2.85 | 1.75 | 163% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -4.468 | -7.397 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 332M | 744% |
| Annual Yield % from dividends | 0.94 | 5.84 | 16% |
| Returns for 1 year | -11.87 | -17.24 | 69% |
| Returns for 3 years | -12.17 | -23.08 | 53% |
| Returns for 5 years | 3.41 | 10.09 | 34% |
| Returns for 10 years | N/A | -2.36 | - |
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