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ASFYX vs LOTAX
ASFYX vs LOTAX Comparison Chart
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ASFYX vs. LOTAX commentary
Jun 04, 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: 1.39B vs. LOTAX (288M). 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 : -17.97 vs. ASFYX (-26.51). LOTAX return over 5 years is better than : 11.56 vs. ASFYX (-7.03).
| 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 | -17.241 | -8.485 | 203% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 288M | 482% |
| Annual Yield % from dividends | 1.78 | 5.30 | 33% |
| Returns for 1 year | -26.51 | -17.97 | 148% |
| Returns for 3 years | -39.68 | -26.00 | 153% |
| Returns for 5 years | -7.03 | 11.56 | -61% |
| Returns for 10 years | -15.38 | -5.33 | 289% |
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