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
Sep 09, 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: 2.33B vs. LOTIX (285M). LOTIX pays higher dividends than ABYIX: LOTIX (6.03) vs ABYIX (2.20). 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 : -3.58 vs. ABYIX (-3.79). ABYIX return over 5 years is better than : 10.97 vs. LOTIX (10.42).
| 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 | -3.815 | -4.110 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 285M | 817% |
| Annual Yield % from dividends | 2.20 | 6.03 | 36% |
| Returns for 1 year | -3.79 | -3.58 | 106% |
| Returns for 3 years | -12.61 | -22.28 | 57% |
| Returns for 5 years | 10.97 | 10.42 | 105% |
| Returns for 10 years | 10.24 | 3.40 | 301% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement