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AMFNX vs LOTAX
AMFNX vs LOTAX Comparison Chart in %
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AMFNX vs. LOTAX commentary
Jun 27, 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: 1.3B vs. LOTAX (270M). LOTAX pays higher dividends than AMFNX: LOTAX (5.30) 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 : -15.98 vs. AMFNX (-24.84). LOTAX return over 5 years is better than : 11.03 vs. AMFNX (-9.54).
| 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 | -17.849 | -8.303 | 215% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500000 | 2500 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 270M | 480% |
| Annual Yield % from dividends | 1.89 | 5.30 | 36% |
| Returns for 1 year | -24.84 | -15.98 | 155% |
| Returns for 3 years | -42.78 | -27.11 | 158% |
| Returns for 5 years | -9.54 | 11.03 | -86% |
| Returns for 10 years | N/A | -3.84 | - |
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