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ASFYX vs LOTAX
ASFYX vs LOTAX Comparison Chart in %
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ASFYX vs. LOTAX commentary
Jun 24, 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 ASFYX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
ASFYX has more cash in the bank: 1.3B vs. LOTAX (270M). LOTAX pays higher dividends than ASFYX: LOTAX (5.30) vs ASFYX (1.78). ASFYX was incepted earlier than LOTAX: ASFYX (15 years) vs LOTAX (11 years). LOTAX (2.02) is less costly to investors than ASFYX (1.57). LOTAX has a lower initial minimum investment than ASFYX: LOTAX (2500) vs ASFYX (100000). LOTAX annual gain was more profitable for investors over the last year : -15.13 vs. ASFYX (-25.23). LOTAX return over 5 years is better than : 11.34 vs. ASFYX (-9.79).
| ASFYX | LOTAX | ASFYX / LOTAX | |
| Total Expense Ratio | 1.45 | 2.02 | 72% |
| Annual Report Gross Expense Ratio | 1.57 | 2.02 | 78% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | -18.506 | -8.485 | 218% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 270M | 481% |
| Annual Yield % from dividends | 1.78 | 5.30 | 33% |
| Returns for 1 year | -25.23 | -15.13 | 167% |
| Returns for 3 years | -43.14 | -27.25 | 158% |
| Returns for 5 years | -9.79 | 11.34 | -86% |
| Returns for 10 years | -15.28 | -6.08 | 252% |
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