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ABYIX vs LOTCX
ABYIX vs LOTCX Comparison Chart
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ABYIX vs. LOTCX commentary
May 24, 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 LOTCX is a Hold.
FUNDAMENTALS
Fundamentals
ABYIX has more cash in the bank: 2.49B vs. LOTCX (290M). LOTCX pays higher dividends than ABYIX: LOTCX (6.00) vs ABYIX (2.19). ABYIX was incepted earlier than LOTCX: ABYIX (11 years) vs LOTCX (11 years). LOTCX (2.77) is less costly to investors than ABYIX (1.85). LOTCX is a more actively managed with annual turnover of: 140.00 vs. ABYIX (0.00). LOTCX has a lower initial minimum investment than ABYIX: LOTCX (2500) vs ABYIX (1000000). ABYIX annual gain was more profitable for investors over the last year : -12.34 vs. LOTCX (-19.08). ABYIX return over 5 years is better than : 8.05 vs. LOTCX (3.56).
| ABYIX | LOTCX | ABYIX / LOTCX | |
| Total Expense Ratio | 1.79 | 2.77 | 65% |
| Annual Report Gross Expense Ratio | 1.85 | 2.77 | 67% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -5.268 | -8.260 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.49B | 290M | 860% |
| Annual Yield % from dividends | 2.19 | 6.00 | 37% |
| Returns for 1 year | -12.34 | -19.08 | 65% |
| Returns for 3 years | -10.28 | -26.90 | 38% |
| Returns for 5 years | 8.05 | 3.56 | 226% |
| Returns for 10 years | 6.20 | -12.36 | -50% |