Interact to see
Advertisement
Advertisement
ABYCX vs LOTIX
ABYCX vs LOTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ABYCX vs. LOTIX commentary
Sep 09, 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: 2.33B vs. LOTIX (285M). LOTIX pays higher dividends than ABYCX: LOTIX (6.03) vs ABYCX (0.97). 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). LOTIX annual gain was more profitable for investors over the last year : -3.66 vs. ABYCX (-4.49). LOTIX return over 5 years is better than : 10.62 vs. ABYCX (5.22).
| 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 | -4.468 | -4.110 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 285M | 817% |
| Annual Yield % from dividends | 0.97 | 6.03 | 16% |
| Returns for 1 year | -4.49 | -3.66 | 123% |
| Returns for 3 years | -16.20 | -22.48 | 72% |
| Returns for 5 years | 5.22 | 10.62 | 49% |
| Returns for 10 years | N/A | 4.75 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JERCX | 11.98 | 0.14 | +1.18% |
| Janus Henderson Global Real Estate C | |||
| MMBUX | 11.69 | 0.06 | +0.55% |
| MassMutual Select TRP Sm&Mid Cap Blend I | |||
| FIQRX | 20.63 | 0.05 | +0.24% |
| Fidelity Advisor Global Commodity Stk Z | |||
| ISVGX | 21.47 | -0.03 | -0.14% |
| Voya Growth and Income Port S | |||
| VGIAX | 113.63 | -0.32 | -0.28% |
| Vanguard Growth & Income Adm | |||