Interact to see
Advertisement
Advertisement
ABYIX vs LOTIX
ABYIX vs LOTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ABYIX vs. LOTIX commentary
Aug 02, 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: 2.34B vs. LOTIX (275M). LOTIX pays higher dividends than ABYIX: LOTIX (6.16) vs ABYIX (2.23). 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). ABYIX annual gain was more profitable for investors over the last year : -7.74 vs. LOTIX (-9.85). ABYIX return over 5 years is better than : 8.01 vs. LOTIX (7.22).
| 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 | -5.631 | -7.306 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 275M | 852% |
| Annual Yield % from dividends | 2.23 | 6.16 | 36% |
| Returns for 1 year | -7.74 | -9.85 | 79% |
| Returns for 3 years | -10.69 | -21.47 | 50% |
| Returns for 5 years | 8.01 | 7.22 | 111% |
| Returns for 10 years | 5.19 | -1.80 | -289% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement