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ABYCX vs LOTIX
ABYCX vs LOTIX Comparison Chart in %
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ABYCX vs. LOTIX commentary
Jul 07, 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: 2.45B vs. LOTIX (274M). LOTIX pays higher dividends than ABYCX: LOTIX (6.13) 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 : -11.41 vs. LOTIX (-16.52). LOTIX return over 5 years is better than : 15.01 vs. ABYCX (4.42).
| 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 | -6.667 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 274M | 896% |
| Annual Yield % from dividends | 0.98 | 6.13 | 16% |
| Returns for 1 year | -11.41 | -16.52 | 69% |
| Returns for 3 years | -15.53 | -33.33 | 47% |
| Returns for 5 years | 4.42 | 15.01 | 29% |
| Returns for 10 years | N/A | -0.01 | - |
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