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ASFYX vs LOTAX
ASFYX vs LOTAX Comparison Chart in %
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ASFYX vs. LOTAX commentary
Jul 17, 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: 1.28B vs. LOTAX (274M). LOTAX pays higher dividends than ASFYX: LOTAX (5.22) vs ASFYX (1.77). 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 : -18.05 vs. ASFYX (-26.35). LOTAX return over 5 years is better than : 9.70 vs. ASFYX (-10.24).
| 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 | -17.471 | -7.573 | 231% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 274M | 467% |
| Annual Yield % from dividends | 1.77 | 5.22 | 34% |
| Returns for 1 year | -26.35 | -18.05 | 146% |
| Returns for 3 years | -42.54 | -26.34 | 162% |
| Returns for 5 years | -10.24 | 9.70 | -106% |
| Returns for 10 years | -14.99 | -4.54 | 331% |
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| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CIGOX | 24.84 | 0.10 | +0.40% |
| Calamos International Growth R6 | |||
| EPSYX | 24.26 | 0.08 | +0.33% |
| NYLI Epoch Global Equity Yield Class I | |||
| WRHIX | 5.96 | N/A | N/A |
| Macquarie High Income Fund Class C | |||
| NBREX | 25.98 | N/A | N/A |
| Neuberger Berman M/C Intrinsic Val Tr | |||
| PRIUX | 22.00 | N/A | N/A |
| T. Rowe Price International Stock I | |||