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ABYIX vs LOTAX
ABYIX vs LOTAX Comparison Chart
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ABYIX vs. LOTAX commentary
May 25, 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: 2.48B vs. LOTAX (289M). LOTAX pays higher dividends than ABYIX: LOTAX (5.24) vs ABYIX (2.19). 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 : -12.28 vs. LOTAX (-18.35). ABYIX (7.94) and LOTAX (7.94) have equivalent 5 years return.
| 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 | -8.120 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 289M | 858% |
| Annual Yield % from dividends | 2.19 | 5.24 | 42% |
| Returns for 1 year | -12.28 | -18.35 | 67% |
| Returns for 3 years | -9.89 | -24.25 | 41% |
| Returns for 5 years | 7.94 | 7.94 | 100% |
| Returns for 10 years | 5.58 | -5.40 | -103% |
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