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ABYCX vs LOTIX
ABYCX vs LOTIX Comparison Chart in %
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ABYCX vs. LOTIX commentary
Oct 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: 2.43B vs. LOTIX (302M). LOTIX pays higher dividends than ABYCX: LOTIX (5.69) 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 (1.77). 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 : 3.47 vs. ABYCX (1.89). LOTIX return over 5 years is better than : 19.61 vs. ABYCX (10.65).
| 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 | 0.285 | 2.100 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 302M | 806% |
| Annual Yield % from dividends | 0.94 | 5.69 | 17% |
| Returns for 1 year | 1.89 | 3.47 | 55% |
| Returns for 3 years | -14.85 | -21.57 | 69% |
| Returns for 5 years | 10.65 | 19.61 | 54% |
| Returns for 10 years | 5.81 | 12.46 | 47% |
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