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 | -10.920 | 2.646 | -413% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 100000 | 2500 | 4,000% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.3B | 304M | 426% |
Annual Yield % from dividends | 1.69 | 4.85 | 35% |
Returns for 1 year | -10.96 | 4.38 | -250% |
Returns for 3 years | -42.01 | -21.37 | 197% |
Returns for 5 years | -6.20 | 18.92 | -33% |
Returns for 10 years | -6.09 | 11.05 | -55% |