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ABYIX vs LOTAX
ABYIX vs LOTAX Comparison Chart in %
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ABYIX vs. LOTAX commentary
Sep 05, 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: 2.32B vs. LOTAX (284M). LOTAX pays higher dividends than ABYIX: LOTAX (5.14) vs ABYIX (2.20). 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 : -3.11 vs. LOTAX (-4.29). ABYIX return over 5 years is better than : 10.45 vs. LOTAX (7.94).
| 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 | -4.178 | -5.383 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 284M | 817% |
| Annual Yield % from dividends | 2.20 | 5.14 | 43% |
| Returns for 1 year | -3.11 | -4.29 | 73% |
| Returns for 3 years | -13.01 | -23.49 | 55% |
| Returns for 5 years | 10.45 | 7.94 | 132% |
| Returns for 10 years | 8.56 | -1.17 | -729% |
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