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AQMRX vs LOTCX
AQMRX vs LOTCX Comparison
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AQMRX vs LOTCX Comparison Chart in %
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AQMRX vs. LOTCX 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 AQMRX is a Hold and LOTCX is a Hold.
FUNDAMENTALS
Fundamentals
AQMRX has more cash in the bank: 3.66B vs. LOTCX (442M). AQMRX pays higher dividends than LOTCX: AQMRX (1.95) vs LOTCX (1.67). AQMRX was incepted earlier than LOTCX: AQMRX (12 years) vs LOTCX (12 years). AQMRX (3.01) is less costly to investors than LOTCX (2.81). AQMRX is a more actively managed with annual turnover of: 412.00 vs. LOTCX (81.00). LOTCX has a lower initial minimum investment than AQMRX: LOTCX (2500) vs AQMRX (50000000). LOTCX annual gain was more profitable for investors over the last year : 36.84 vs. AQMRX (25.51). AQMRX return over 5 years is better than : 105.25 vs. LOTCX (34.87).
| AQMRX | LOTCX | AQMRX / LOTCX | |
| Total Expense Ratio | 3.01 | 2.81 | 107% |
| Annual Report Gross Expense Ratio | 3.01 | 2.81 | 107% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 18.144 | 29.315 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 2500 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 442M | 829% |
| Annual Yield % from dividends | 1.95 | 1.67 | 117% |
| Returns for 1 year | 25.51 | 36.84 | 69% |
| Returns for 3 years | 43.38 | 20.42 | 212% |
| Returns for 5 years | 105.25 | 34.87 | 302% |
| Returns for 10 years | 73.12 | 39.01 | 187% |
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