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AMFAX vs LOTAX
AMFAX vs LOTAX Comparison
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AMFAX vs LOTAX Comparison Chart in %
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AMFAX vs. LOTAX commentary
Jun 15, 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 AMFAX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
AMFAX has more cash in the bank: 925M vs. LOTAX (379M). LOTAX pays higher dividends than AMFAX: LOTAX (1.91) vs AMFAX (1.63). AMFAX was incepted earlier than LOTAX: AMFAX (16 years) vs LOTAX (12 years). LOTAX (2.06) is less costly to investors than AMFAX (1.83). 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 : 36.13 vs. AMFAX (21.00). LOTAX return over 5 years is better than : 26.82 vs. AMFAX (-10.14).
| AMFAX | LOTAX | AMFAX / LOTAX | |
| Total Expense Ratio | 1.70 | 2.06 | 83% |
| Annual Report Gross Expense Ratio | 1.83 | 2.06 | 89% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 11.155 | 21.332 | 52% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 379M | 244% |
| Annual Yield % from dividends | 1.63 | 1.91 | 85% |
| Returns for 1 year | 21.00 | 36.13 | 58% |
| Returns for 3 years | -9.19 | 18.55 | -50% |
| Returns for 5 years | -10.14 | 26.82 | -38% |
| Returns for 10 years | -0.04 | 34.29 | -0% |
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