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ASFYX vs LOTAX
ASFYX vs LOTAX Comparison
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ASFYX vs LOTAX Comparison Chart in %
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ASFYX vs. LOTAX commentary
Sep 13, 2026
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: 946M vs. LOTAX (442M). LOTAX pays higher dividends than ASFYX: LOTAX (1.86) vs ASFYX (1.33). ASFYX was incepted earlier than LOTAX: ASFYX (16 years) vs LOTAX (12 years). LOTAX (2.06) is less costly to investors than ASFYX (1.59). 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 : 37.65 vs. ASFYX (25.78). LOTAX return over 5 years is better than : 40.62 vs. ASFYX (0.29).
| ASFYX | LOTAX | ASFYX / LOTAX | |
| Total Expense Ratio | 1.45 | 2.06 | 70% |
| Annual Report Gross Expense Ratio | 1.59 | 2.06 | 77% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 18.605 | 29.703 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 946M | 442M | 214% |
| Annual Yield % from dividends | 1.33 | 1.86 | 71% |
| Returns for 1 year | 25.78 | 37.65 | 68% |
| Returns for 3 years | -2.47 | 22.99 | -11% |
| Returns for 5 years | 0.29 | 40.62 | 1% |
| Returns for 10 years | 17.63 | 50.51 | 35% |
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