Interact to see
Advertisement
Advertisement
ABYIX vs LOTAX
ABYIX vs LOTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ABYIX vs. LOTAX commentary
Jun 16, 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 ABYIX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
ABYIX has more cash in the bank: 2.47B vs. LOTAX (285M). LOTAX pays higher dividends than ABYIX: LOTAX (5.30) vs ABYIX (2.23). ABYIX was incepted earlier than LOTAX: ABYIX (11 years) vs LOTAX (11 years). LOTAX (2.02) is less costly to investors than ABYIX (1.85). LOTAX is a more actively managed with annual turnover of: 140.00 vs. ABYIX (0.00). LOTAX has a lower initial minimum investment than ABYIX: LOTAX (2500) vs ABYIX (1000000). ABYIX annual gain was more profitable for investors over the last year : -8.97 vs. LOTAX (-14.54). LOTAX return over 5 years is better than : 13.10 vs. ABYIX (10.56).
| ABYIX | LOTAX | ABYIX / LOTAX | |
| Total Expense Ratio | 1.79 | 2.02 | 89% |
| Annual Report Gross Expense Ratio | 1.85 | 2.02 | 92% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -5.359 | -7.847 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 285M | 868% |
| Annual Yield % from dividends | 2.23 | 5.30 | 42% |
| Returns for 1 year | -8.97 | -14.54 | 62% |
| Returns for 3 years | -15.31 | -30.84 | 50% |
| Returns for 5 years | 10.56 | 13.10 | 81% |
| Returns for 10 years | 7.93 | -3.59 | -221% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers