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AMFAX vs LOTAX
AMFAX vs LOTAX Comparison Chart
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AMFAX vs. LOTAX commentary
May 01, 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 AMFAX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
AMFAX has more cash in the bank: 1.45B vs. LOTAX (331M). LOTAX pays higher dividends than AMFAX: LOTAX (4.97) vs AMFAX (1.37). AMFAX was incepted earlier than LOTAX: AMFAX (15 years) vs LOTAX (11 years). LOTAX (2.00) is less costly to investors than AMFAX (1.70). AMFAX (6%) and LOTAX (6%) have equivalent initial investment costs. AMFAX (2500) and LOTAX (2500) have matching initial minimum investment requirements. LOTAX annual gain was more profitable for investors over the last year : -17.59 vs. AMFAX (-27.21). LOTAX return over 5 years is better than : 8.08 vs. AMFAX (-13.10).
| AMFAX | LOTAX | AMFAX / LOTAX | |
| Total Expense Ratio | 1.70 | 2.00 | 85% |
| Annual Report Gross Expense Ratio | 1.70 | 2.00 | 85% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | -16.163 | -7.482 | 216% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 331M | 439% |
| Annual Yield % from dividends | 1.37 | 4.97 | 28% |
| Returns for 1 year | -27.21 | -17.59 | 155% |
| Returns for 3 years | -38.59 | -23.72 | 163% |
| Returns for 5 years | -13.10 | 8.08 | -162% |
| Returns for 10 years | -21.10 | -4.82 | 438% |
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