Interact to see
Advertisement
Advertisement
ABYIX vs LOTCX
ABYIX vs LOTCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ABYIX vs. LOTCX commentary
Jun 16, 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: 2.47B vs. LOTCX (285M). LOTCX pays higher dividends than ABYIX: LOTCX (6.07) 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 : -8.97 vs. LOTCX (-15.20). ABYIX return over 5 years is better than : 10.56 vs. LOTCX (8.25).
| 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 | -5.359 | -8.163 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 285M | 868% |
| Annual Yield % from dividends | 2.23 | 6.07 | 37% |
| Returns for 1 year | -8.97 | -15.20 | 59% |
| Returns for 3 years | -15.31 | -32.80 | 47% |
| Returns for 5 years | 10.56 | 8.25 | 128% |
| Returns for 10 years | 7.93 | -11.06 | -72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DWSH | 7.48 | 0.13 | +1.83% |
| AdvisorShares Dorsey Wright Short ETF | |||
| BSCR | 19.61 | -0.02 | -0.10% |
| Invesco BulletShares 2027 Corp Bd ETF | |||
| EVM | 8.76 | -0.01 | -0.11% |
| Eaton Vance California Municipal | |||
| PSCW | 26.13 | -0.12 | -0.47% |
| Pacer Swan SOS Conservative (April) ETF | |||
| SMDV | 63.84 | -1.26 | -1.94% |
| ProShares Russell 2000 Dividend Growers | |||