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ABYIX vs LOTAX
ABYIX vs LOTAX Comparison Chart
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ABYIX vs. LOTAX commentary
May 01, 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 (331M). LOTAX pays higher dividends than ABYIX: LOTAX (4.97) vs ABYIX (2.14). ABYIX was incepted earlier than LOTAX: ABYIX (11 years) vs LOTAX (11 years). LOTAX (2.00) 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 : -11.40 vs. LOTAX (-17.59). ABYIX return over 5 years is better than : 8.62 vs. LOTAX (8.08).
| ABYIX | LOTAX | ABYIX / LOTAX | |
| Total Expense Ratio | 1.79 | 2.00 | 90% |
| Annual Report Gross Expense Ratio | 1.85 | 2.00 | 93% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -4.178 | -7.482 | 56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 331M | 746% |
| Annual Yield % from dividends | 2.14 | 4.97 | 43% |
| Returns for 1 year | -11.40 | -17.59 | 65% |
| Returns for 3 years | -9.32 | -23.72 | 39% |
| Returns for 5 years | 8.62 | 8.08 | 107% |
| Returns for 10 years | 7.85 | -4.82 | -163% |