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AMFNX vs LOTAX
AMFNX vs LOTAX Comparison Chart
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AMFNX 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 AMFNX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
AMFNX has more cash in the bank: 1.45B vs. LOTAX (331M). LOTAX pays higher dividends than AMFNX: LOTAX (4.97) vs AMFNX (1.67). AMFNX was incepted earlier than LOTAX: AMFNX (8 years) vs LOTAX (11 years). LOTAX (2.00) is less costly to investors than AMFNX (1.33). LOTAX has a lower initial minimum investment than AMFNX: LOTAX (2500) vs AMFNX (1000000). LOTAX annual gain was more profitable for investors over the last year : -17.59 vs. AMFNX (-26.96). LOTAX return over 5 years is better than : 8.08 vs. AMFNX (-11.31).
| AMFNX | LOTAX | AMFNX / LOTAX | |
| Total Expense Ratio | 1.33 | 2.00 | 67% |
| Annual Report Gross Expense Ratio | 1.33 | 2.00 | 67% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -16.133 | -7.482 | 216% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 331M | 439% |
| Annual Yield % from dividends | 1.67 | 4.97 | 34% |
| Returns for 1 year | -26.96 | -17.59 | 153% |
| Returns for 3 years | -37.78 | -23.72 | 159% |
| Returns for 5 years | -11.31 | 8.08 | -140% |
| Returns for 10 years | N/A | -4.82 | - |
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