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AFFMX vs LTGRX
AFFMX vs LTGRX Comparison Chart in %
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AFFMX vs. LTGRX commentary
Nov 21, 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 AFFMX is a Hold and LTGRX is a Hold.
FUNDAMENTALS
Fundamentals
AFFMX has more cash in the bank: 12.2B vs. LTGRX (93.2M). AFFMX pays higher dividends than LTGRX: AFFMX (4.62) vs LTGRX (2.98). AFFMX was incepted earlier than LTGRX: AFFMX (9 years) vs LTGRX (14 years). LTGRX (2.24) is less costly to investors than AFFMX (0.31). AFFMX is a more actively managed with annual turnover of: 824.00 vs. LTGRX (32.26). LTGRX has a lower initial minimum investment than AFFMX: LTGRX (0) vs AFFMX (1000000). AFFMX annual gain was more profitable for investors over the last year : 7.85 vs. LTGRX (6.02). LTGRX return over 5 years is better than : 3.15 vs. AFFMX (-1.09).
| AFFMX | LTGRX | AFFMX / LTGRX | |
| Total Expense Ratio | 0.26 | 0.67 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 2.24 | 14% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 7.733 | 5.956 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 93.2M | 13,090% |
| Annual Yield % from dividends | 4.62 | 2.98 | 155% |
| Returns for 1 year | 7.85 | 6.02 | 130% |
| Returns for 3 years | 14.12 | 14.01 | 101% |
| Returns for 5 years | -1.09 | 3.15 | -35% |
| Returns for 10 years | N/A | 14.50 | - |
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