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AMFAX vs LOTAX
AMFAX vs LOTAX Comparison Chart
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AMFAX vs. LOTAX commentary
Jun 03, 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: 1.38B vs. LOTAX (287M). LOTAX pays higher dividends than AMFAX: LOTAX (5.30) vs AMFAX (1.55). AMFAX was incepted earlier than LOTAX: AMFAX (15 years) vs LOTAX (11 years). LOTAX (2.02) is less costly to investors than AMFAX (1.82). 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 : -18.23 vs. AMFAX (-28.09). LOTAX return over 5 years is better than : 8.52 vs. AMFAX (-11.74).
| AMFAX | LOTAX | AMFAX / LOTAX | |
| Total Expense Ratio | 1.70 | 2.02 | 84% |
| Annual Report Gross Expense Ratio | 1.82 | 2.02 | 90% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | -17.674 | -8.485 | 208% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 287M | 482% |
| Annual Yield % from dividends | 1.55 | 5.30 | 29% |
| Returns for 1 year | -28.09 | -18.23 | 154% |
| Returns for 3 years | -39.03 | -24.65 | 158% |
| Returns for 5 years | -11.74 | 8.52 | -138% |
| Returns for 10 years | -19.02 | -5.63 | 338% |
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