AFFMX
Price
$8.78
Change
-$0.01 (-0.11%)
Updated
Jun 12 closing price
Net Assets
13.12B
LTUQX
Price
$12.28
Change
-$0.01 (-0.08%)
Updated
Jun 12 closing price
Net Assets
77.93M
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AFFMX vs LTUQX

Header iconAFFMX vs LTUQX Comparison
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AFFMX vs LTUQX Comparison Chart in %
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AFFMX vs. LTUQX 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 LTUQX is a Hold.

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FUNDAMENTALS
Fundamentals
AFFMX has more cash in the bank: 13.1B vs. LTUQX (77.9M). AFFMX pays higher dividends than LTUQX: AFFMX (4.59) vs LTUQX (2.32). AFFMX was incepted earlier than LTUQX: AFFMX (9 years) vs LTUQX (6 years). LTUQX (3.52) is less costly to investors than AFFMX (0.26). AFFMX is a more actively managed with annual turnover of: 58.00 vs. LTUQX (22.17). LTUQX has a lower initial minimum investment than AFFMX: LTUQX (5000) vs AFFMX (1000000). AFFMX annual gain was more profitable for investors over the last year : 4.90 vs. LTUQX (3.70). AFFMX return over 5 years is better than : 3.46 vs. LTUQX (2.01).
AFFMXLTUQXAFFMX / LTUQX
Total Expense Ratio0.261.3220%
Annual Report Gross Expense Ratio0.263.527%
Fund Existence9 years6 years-
Gain YTD-0.0770.239-32%
Front LoadN/AN/A-
Min. Initial Investment1000000500020,000%
Min. Initial Investment IRAN/AN/A-
Net Assets13.1B77.9M16,816%
Annual Yield % from dividends4.592.32198%
Returns for 1 year4.903.70133%
Returns for 3 years13.0911.29116%
Returns for 5 years3.462.01172%
Returns for 10 yearsN/AN/A-
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