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AMFNX vs LOTAX
AMFNX vs LOTAX Comparison
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AMFNX vs LOTAX Comparison Chart in %
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AMFNX 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 AMFNX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
AMFNX has more cash in the bank: 925M vs. LOTAX (379M). AMFNX pays higher dividends than LOTAX: AMFNX (2.37) vs LOTAX (1.91). AMFNX was incepted earlier than LOTAX: AMFNX (9 years) vs LOTAX (12 years). LOTAX (2.06) is less costly to investors than AMFNX (1.43). 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 : 36.13 vs. AMFNX (21.38). LOTAX return over 5 years is better than : 26.82 vs. AMFNX (-8.20).
| AMFNX | LOTAX | AMFNX / LOTAX | |
| Total Expense Ratio | 1.33 | 2.06 | 65% |
| Annual Report Gross Expense Ratio | 1.43 | 2.06 | 69% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 11.429 | 21.332 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500000 | 2500 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 379M | 244% |
| Annual Yield % from dividends | 2.37 | 1.91 | 124% |
| Returns for 1 year | 21.38 | 36.13 | 59% |
| Returns for 3 years | -8.13 | 18.55 | -44% |
| Returns for 5 years | -8.20 | 26.82 | -31% |
| Returns for 10 years | N/A | 34.29 | - |
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