Interact to see
Advertisement
Advertisement
AQMNX vs LOTAX
AQMNX vs LOTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AQMNX vs. LOTAX commentary
Sep 10, 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 AQMNX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
AQMNX has more cash in the bank: 2.15B vs. LOTAX (285M). LOTAX pays higher dividends than AQMNX: LOTAX (5.14) vs AQMNX (3.44). AQMNX was incepted earlier than LOTAX: AQMNX (16 years) vs LOTAX (11 years). AQMNX (2.99) is less costly to investors than LOTAX (2.02). AQMNX is a more actively managed with annual turnover of: 605.00 vs. LOTAX (140.00). AQMNX (2500) and LOTAX (2500) have matching initial minimum investment requirements. AQMNX annual gain was more profitable for investors over the last year : 12.00 vs. LOTAX (-3.86). AQMNX return over 5 years is better than : 56.80 vs. LOTAX (9.09).
| AQMNX | LOTAX | AQMNX / LOTAX | |
| Total Expense Ratio | 2.97 | 2.02 | 147% |
| Annual Report Gross Expense Ratio | 2.99 | 2.02 | 148% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 5.792 | -4.288 | -135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 285M | 755% |
| Annual Yield % from dividends | 3.44 | 5.14 | 67% |
| Returns for 1 year | 12.00 | -3.86 | -311% |
| Returns for 3 years | 16.87 | -22.91 | -74% |
| Returns for 5 years | 56.80 | 9.09 | 625% |
| Returns for 10 years | 23.04 | 0.78 | 2,956% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers