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ABYIX vs LOTAX
ABYIX vs LOTAX Comparison Chart in %
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ABYIX vs. LOTAX commentary
Oct 19, 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: 2.41B vs. LOTAX (300M). LOTAX pays higher dividends than ABYIX: LOTAX (4.85) vs ABYIX (2.13). 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). LOTAX annual gain was more profitable for investors over the last year : 3.17 vs. ABYIX (2.03). LOTAX return over 5 years is better than : 17.55 vs. ABYIX (16.00).
| 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 | 0.454 | 1.460 | 31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 300M | 803% |
| Annual Yield % from dividends | 2.13 | 4.85 | 44% |
| Returns for 1 year | 2.03 | 3.17 | 64% |
| Returns for 3 years | -12.43 | -22.28 | 56% |
| Returns for 5 years | 16.00 | 17.55 | 91% |
| Returns for 10 years | 17.16 | 9.77 | 176% |
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