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ABYIX vs LOTIX
ABYIX vs LOTIX Comparison Chart
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ABYIX vs. LOTIX commentary
May 25, 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: 2.48B vs. LOTIX (289M). LOTIX pays higher dividends than ABYIX: LOTIX (6.16) vs ABYIX (2.19). 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 : -12.28 vs. LOTIX (-18.21). LOTIX return over 5 years is better than : 9.22 vs. ABYIX (7.94).
| 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 | -5.359 | -8.128 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 289M | 857% |
| Annual Yield % from dividends | 2.19 | 6.16 | 36% |
| Returns for 1 year | -12.28 | -18.21 | 67% |
| Returns for 3 years | -9.89 | -23.68 | 42% |
| Returns for 5 years | 7.94 | 9.22 | 86% |
| Returns for 10 years | 5.58 | -3.13 | -178% |
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