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ABYIX vs LOTIX
ABYIX vs LOTIX Comparison
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ABYIX vs LOTIX Comparison Chart in %
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ABYIX vs. LOTIX commentary
Sep 13, 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: 2.72B vs. LOTIX (442M). LOTIX pays higher dividends than ABYIX: LOTIX (2.06) vs ABYIX (1.23). 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 : 38.26 vs. ABYIX (15.25). LOTIX return over 5 years is better than : 42.80 vs. ABYIX (18.70).
| 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 | 10.326 | 30.180 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 442M | 616% |
| Annual Yield % from dividends | 1.23 | 2.06 | 60% |
| Returns for 1 year | 15.25 | 38.26 | 40% |
| Returns for 3 years | 8.98 | 24.19 | 37% |
| Returns for 5 years | 18.70 | 42.80 | 44% |
| Returns for 10 years | 33.83 | 54.66 | 62% |
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