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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
Sep 13, 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: 946M vs. LOTAX (442M). AMFNX pays higher dividends than LOTAX: AMFNX (2.34) vs LOTAX (1.86). 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). AMFNX has a lower initial minimum investment than LOTAX: AMFNX (0) vs LOTAX (2500). LOTAX annual gain was more profitable for investors over the last year : 37.65 vs. AMFNX (25.84). LOTAX return over 5 years is better than : 40.62 vs. AMFNX (0.91).
| 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 | 18.701 | 29.703 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 442M | 214% |
| Annual Yield % from dividends | 2.34 | 1.86 | 126% |
| Returns for 1 year | 25.84 | 37.65 | 69% |
| Returns for 3 years | -2.04 | 22.99 | -9% |
| Returns for 5 years | 0.91 | 40.62 | 2% |
| Returns for 10 years | N/A | 50.51 | - |
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