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AFFMX vs LTUCX
AFFMX vs LTUCX Comparison
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AFFMX vs LTUCX Comparison Chart in %
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AFFMX vs. LTUCX commentary
Jun 14, 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 AFFMX is a Hold and LTUCX is a Hold.
FUNDAMENTALS
Fundamentals
AFFMX has more cash in the bank: 13.1B vs. LTUCX (77.9M). AFFMX pays higher dividends than LTUCX: AFFMX (4.59) vs LTUCX (2.31). AFFMX was incepted earlier than LTUCX: AFFMX (9 years) vs LTUCX (32 years). LTUCX (1.98) is less costly to investors than AFFMX (0.26). AFFMX is a more actively managed with annual turnover of: 58.00 vs. LTUCX (22.17). LTUCX has a lower initial minimum investment than AFFMX: LTUCX (5000) vs AFFMX (1000000). AFFMX annual gain was more profitable for investors over the last year : 4.90 vs. LTUCX (3.69). AFFMX return over 5 years is better than : 3.46 vs. LTUCX (2.21).
| AFFMX | LTUCX | AFFMX / LTUCX | |
| Total Expense Ratio | 0.26 | 1.17 | 22% |
| Annual Report Gross Expense Ratio | 0.26 | 1.98 | 13% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | -0.077 | 0.227 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 77.9M | 16,816% |
| Annual Yield % from dividends | 4.59 | 2.31 | 199% |
| Returns for 1 year | 4.90 | 3.69 | 133% |
| Returns for 3 years | 13.09 | 11.28 | 116% |
| Returns for 5 years | 3.46 | 2.21 | 156% |
| Returns for 10 years | N/A | 7.51 | - |
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