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ASFYX vs LOTAX
ASFYX vs LOTAX Comparison Chart
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ASFYX vs. LOTAX commentary
Apr 30, 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: 1.45B vs. LOTAX (332M). LOTAX pays higher dividends than ASFYX: LOTAX (4.97) vs ASFYX (1.57). ASFYX was incepted earlier than LOTAX: ASFYX (15 years) vs LOTAX (11 years). LOTAX (2.00) is less costly to investors than ASFYX (1.45). 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 : -18.50 vs. ASFYX (-27.99). LOTAX return over 5 years is better than : 7.35 vs. ASFYX (-12.38).
| ASFYX | LOTAX | ASFYX / LOTAX | |
| Total Expense Ratio | 1.45 | 2.00 | 73% |
| Annual Report Gross Expense Ratio | 1.45 | 2.00 | 73% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | -16.782 | -7.938 | 211% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 332M | 437% |
| Annual Yield % from dividends | 1.57 | 4.97 | 32% |
| Returns for 1 year | -27.99 | -18.50 | 151% |
| Returns for 3 years | -38.46 | -24.10 | 160% |
| Returns for 5 years | -12.38 | 7.35 | -168% |
| Returns for 10 years | -19.52 | -5.29 | 369% |
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