ASFYX
Price
$7.64
Change
-$0.11 (-1.42%)
Updated
Oct 17 closing price
Net Assets
1.3B
LOTAX
Price
$11.12
Change
-$0.13 (-1.16%)
Updated
Oct 17 closing price
Net Assets
304.09M
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ASFYX vs LOTAX

Header iconASFYX vs LOTAX Comparison
Open Charts ASFYX vs LOTAXBanner chart's image
Virtus AlphaSimplex Mgd Futs Strat I
Price$7.64
Change-$0.11 (-1.42%)
VolumeN/A
Net Assets1.3B
LoCorr Market Trend A
Price$11.12
Change-$0.13 (-1.16%)
VolumeN/A
Net Assets304.09M
ASFYX vs LOTAX Comparison Chart in %
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ASFYX vs. LOTAX commentary
Oct 18, 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.

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FUNDAMENTALS
Fundamentals
ASFYX has more cash in the bank: 1.3B vs. LOTAX (304M). LOTAX pays higher dividends than ASFYX: LOTAX (4.85) vs ASFYX (1.69). 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 : 4.38 vs. ASFYX (-10.96). LOTAX return over 5 years is better than : 18.92 vs. ASFYX (-6.20).
ASFYXLOTAXASFYX / LOTAX
Total Expense Ratio1.452.0272%
Annual Report Gross Expense Ratio1.572.0278%
Fund Existence15 years11 years-
Gain YTD-10.9202.646-413%
Front LoadN/A6%-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.3B304M426%
Annual Yield % from dividends1.694.8535%
Returns for 1 year-10.964.38-250%
Returns for 3 years-42.01-21.37197%
Returns for 5 years-6.2018.92-33%
Returns for 10 years-6.0911.05-55%
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