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ASFCX vs LOTAX
ASFCX vs LOTAX Comparison Chart
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ASFCX vs. LOTAX commentary
May 25, 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 ASFCX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
ASFCX has more cash in the bank: 1.39B vs. LOTAX (289M). LOTAX pays higher dividends than ASFCX: LOTAX (5.24) vs ASFCX (0.42). ASFCX was incepted earlier than LOTAX: ASFCX (15 years) vs LOTAX (11 years). ASFCX (2.54) is less costly to investors than LOTAX (2.02). ASFCX (2500) and LOTAX (2500) have matching initial minimum investment requirements. LOTAX annual gain was more profitable for investors over the last year : -18.35 vs. ASFCX (-29.02). LOTAX return over 5 years is better than : 7.94 vs. ASFCX (-17.39).
| ASFCX | LOTAX | ASFCX / LOTAX | |
| Total Expense Ratio | 2.45 | 2.02 | 121% |
| Annual Report Gross Expense Ratio | 2.54 | 2.02 | 126% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | -17.826 | -8.120 | 220% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 289M | 482% |
| Annual Yield % from dividends | 0.42 | 5.24 | 8% |
| Returns for 1 year | -29.02 | -18.35 | 158% |
| Returns for 3 years | -40.98 | -24.25 | 169% |
| Returns for 5 years | -17.39 | 7.94 | -219% |
| Returns for 10 years | -27.15 | -5.40 | 503% |
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