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ABYIX vs LOTAX
ABYIX vs LOTAX Comparison
Open Charts ABYIX vs LOTAX
ABYIX vs LOTAX Comparison Chart in %
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ABYIX vs. LOTAX commentary
Sep 13, 2026
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: 2.72B vs. LOTAX (442M). LOTAX pays higher dividends than ABYIX: LOTAX (1.86) vs ABYIX (1.23). ABYIX was incepted earlier than LOTAX: ABYIX (12 years) vs LOTAX (12 years). LOTAX (2.06) is less costly to investors than ABYIX (1.85). LOTAX is a more actively managed with annual turnover of: 81.00 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 : 37.65 vs. ABYIX (15.25). LOTAX return over 5 years is better than : 40.62 vs. ABYIX (18.70).
| ABYIX | LOTAX | ABYIX / LOTAX | |
| Total Expense Ratio | 1.79 | 2.06 | 87% |
| Annual Report Gross Expense Ratio | 1.85 | 2.06 | 90% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 10.326 | 29.703 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 442M | 616% |
| Annual Yield % from dividends | 1.23 | 1.86 | 66% |
| Returns for 1 year | 15.25 | 37.65 | 41% |
| Returns for 3 years | 8.98 | 22.99 | 39% |
| Returns for 5 years | 18.70 | 40.62 | 46% |
| Returns for 10 years | 33.83 | 50.51 | 67% |
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