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AQMNX vs LOTAX
AQMNX vs LOTAX Comparison Chart in %
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AQMNX vs. LOTAX commentary
Aug 09, 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: 2.09B vs. LOTAX (274M). LOTAX pays higher dividends than AQMNX: LOTAX (5.25) vs AQMNX (3.48). 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 : 12.32 vs. LOTAX (-3.70). AQMNX return over 5 years is better than : 49.54 vs. LOTAX (4.22).
| 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 | 3.783 | -7.482 | -51% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 274M | 763% |
| Annual Yield % from dividends | 3.48 | 5.25 | 66% |
| Returns for 1 year | 12.32 | -3.70 | -332% |
| Returns for 3 years | 21.02 | -22.36 | -94% |
| Returns for 5 years | 49.54 | 4.22 | 1,173% |
| Returns for 10 years | 22.49 | -5.20 | -433% |
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