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ABYIX vs LOTCX
ABYIX vs LOTCX Comparison Chart in %
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ABYIX vs. LOTCX commentary
Jul 07, 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: 2.45B vs. LOTCX (274M). LOTCX pays higher dividends than ABYIX: LOTCX (5.98) vs ABYIX (2.23). 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 : -10.49 vs. LOTCX (-17.40). ABYIX return over 5 years is better than : 10.17 vs. LOTCX (8.63).
| 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 | -7.191 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 274M | 896% |
| Annual Yield % from dividends | 2.23 | 5.98 | 37% |
| Returns for 1 year | -10.49 | -17.40 | 60% |
| Returns for 3 years | -12.73 | -34.99 | 36% |
| Returns for 5 years | 10.17 | 8.63 | 118% |
| Returns for 10 years | 7.94 | -10.12 | -79% |
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