AQMRX
Price
$10.64
Change
-$0.06 (-0.56%)
Updated
Jun 15 closing price
Net Assets
3.27B
LOTCX
Price
$12.62
Change
+$0.07 (+0.56%)
Updated
Jun 15 closing price
Net Assets
378.62M
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AQMRX vs LOTCX

Header iconAQMRX vs LOTCX Comparison
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AQMRX vs LOTCX Comparison Chart in %
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AQMRX vs. LOTCX commentary
Jun 16, 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.

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FUNDAMENTALS
Fundamentals
AQMRX has more cash in the bank: 3.27B vs. LOTCX (379M). AQMRX pays higher dividends than LOTCX: AQMRX (2.10) vs LOTCX (1.72). 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 : 35.65 vs. AQMRX (25.03). AQMRX return over 5 years is better than : 85.19 vs. LOTCX (21.41).
AQMRXLOTCXAQMRX / LOTCX
Total Expense Ratio3.012.81107%
Annual Report Gross Expense Ratio3.012.81107%
Fund Existence12 years12 years-
Gain YTD11.57521.02255%
Front LoadN/AN/A-
Min. Initial Investment5000000025002,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.27B379M862%
Annual Yield % from dividends2.101.72122%
Returns for 1 year25.0335.6570%
Returns for 3 years42.1116.02263%
Returns for 5 years85.1921.41398%
Returns for 10 years58.5624.64238%
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