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ABYIX vs LOTIX
ABYIX vs LOTIX Comparison Chart in %
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ABYIX vs. LOTIX commentary
Oct 18, 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 LOTIX is a Hold.
FUNDAMENTALS
Fundamentals
ABYIX has more cash in the bank: 2.45B vs. LOTIX (304M). LOTIX pays higher dividends than ABYIX: LOTIX (5.69) vs ABYIX (2.13). ABYIX was incepted earlier than LOTIX: ABYIX (11 years) vs LOTIX (11 years). ABYIX (1.85) and LOTIX (1.77) have similar cost to investors . LOTIX is a more actively managed with annual turnover of: 140.00 vs. ABYIX (0.00). LOTIX has a lower initial minimum investment than ABYIX: LOTIX (100000) vs ABYIX (1000000). LOTIX annual gain was more profitable for investors over the last year : 4.76 vs. ABYIX (3.41). LOTIX return over 5 years is better than : 20.57 vs. ABYIX (17.57).
| ABYIX | LOTIX | ABYIX / LOTIX | |
| Total Expense Ratio | 1.79 | 1.77 | 101% |
| Annual Report Gross Expense Ratio | 1.85 | 1.77 | 105% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 1.817 | 2.922 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 304M | 806% |
| Annual Yield % from dividends | 2.13 | 5.69 | 37% |
| Returns for 1 year | 3.41 | 4.76 | 72% |
| Returns for 3 years | -11.24 | -20.69 | 54% |
| Returns for 5 years | 17.57 | 20.57 | 85% |
| Returns for 10 years | 18.75 | 13.93 | 135% |
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