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ABYIX vs LOTIX
ABYIX vs LOTIX Comparison
Open Charts ABYIX vs LOTIX
ABYIX vs LOTIX Comparison Chart in %
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ABYIX vs. LOTIX commentary
Jun 16, 2026
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: 2.53B vs. LOTIX (379M). LOTIX pays higher dividends than ABYIX: LOTIX (2.12) vs ABYIX (1.24). ABYIX was incepted earlier than LOTIX: ABYIX (12 years) vs LOTIX (12 years). ABYIX (1.85) and LOTIX (1.81) have similar cost to investors . LOTIX is a more actively managed with annual turnover of: 81.00 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 : 37.03 vs. ABYIX (14.28). LOTIX return over 5 years is better than : 28.45 vs. ABYIX (11.74).
| ABYIX | LOTIX | ABYIX / LOTIX | |
| Total Expense Ratio | 1.79 | 1.81 | 99% |
| Annual Report Gross Expense Ratio | 1.85 | 1.81 | 102% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 6.431 | 21.441 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.53B | 379M | 668% |
| Annual Yield % from dividends | 1.24 | 2.12 | 59% |
| Returns for 1 year | 14.28 | 37.03 | 39% |
| Returns for 3 years | 5.76 | 19.54 | 29% |
| Returns for 5 years | 11.74 | 28.45 | 41% |
| Returns for 10 years | 26.48 | 38.66 | 68% |
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