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ABYCX vs LOTIX
ABYCX vs LOTIX Comparison
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ABYCX vs LOTIX Comparison Chart in %
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ABYCX vs. LOTIX commentary
Sep 13, 2026
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: 2.72B vs. LOTIX (442M). LOTIX pays higher dividends than ABYCX: LOTIX (2.06) vs ABYCX (1.07). ABYCX was incepted earlier than LOTIX: ABYCX (11 years) vs LOTIX (12 years). ABYCX (2.85) is less costly to investors than LOTIX (1.81). LOTIX is a more actively managed with annual turnover of: 81.00 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 : 38.26 vs. ABYCX (14.09). LOTIX return over 5 years is better than : 42.80 vs. ABYCX (12.60).
| ABYCX | LOTIX | ABYCX / LOTIX | |
| Total Expense Ratio | 2.79 | 1.81 | 154% |
| Annual Report Gross Expense Ratio | 2.85 | 1.81 | 157% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 9.560 | 30.180 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 442M | 616% |
| Annual Yield % from dividends | 1.07 | 2.06 | 52% |
| Returns for 1 year | 14.09 | 38.26 | 37% |
| Returns for 3 years | 5.81 | 24.19 | 24% |
| Returns for 5 years | 12.60 | 42.80 | 29% |
| Returns for 10 years | 20.57 | 54.66 | 38% |
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