Interact to see
Advertisement
Advertisement
AMFNX vs LOTAX
AMFNX vs LOTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMFNX vs. LOTAX commentary
Aug 08, 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: 1.27B vs. LOTAX (274M). LOTAX pays higher dividends than AMFNX: LOTAX (5.25) vs AMFNX (1.89). AMFNX was incepted earlier than LOTAX: AMFNX (8 years) vs LOTAX (11 years). LOTAX (2.02) is less costly to investors than AMFNX (1.44). LOTAX has a lower initial minimum investment than AMFNX: LOTAX (2500) vs AMFNX (2500000). LOTAX annual gain was more profitable for investors over the last year : -3.26 vs. AMFNX (-15.81). LOTAX return over 5 years is better than : 4.33 vs. AMFNX (-13.04).
| AMFNX | LOTAX | AMFNX / LOTAX | |
| Total Expense Ratio | 1.33 | 2.02 | 66% |
| Annual Report Gross Expense Ratio | 1.44 | 2.02 | 71% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -17.277 | -7.391 | 234% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500000 | 2500 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 274M | 462% |
| Annual Yield % from dividends | 1.89 | 5.25 | 36% |
| Returns for 1 year | -15.81 | -3.26 | 485% |
| Returns for 3 years | -38.30 | -21.91 | 175% |
| Returns for 5 years | -13.04 | 4.33 | -301% |
| Returns for 10 years | N/A | -3.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement