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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
Jun 15, 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: 925M vs. LOTAX (379M). LOTAX pays higher dividends than ASFYX: LOTAX (1.91) vs ASFYX (1.35). 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 : 36.13 vs. ASFYX (21.22). LOTAX return over 5 years is better than : 26.82 vs. ASFYX (-8.83).
| 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 | 11.370 | 21.332 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 925M | 379M | 244% |
| Annual Yield % from dividends | 1.35 | 1.91 | 70% |
| Returns for 1 year | 21.22 | 36.13 | 59% |
| Returns for 3 years | -8.51 | 18.55 | -46% |
| Returns for 5 years | -8.83 | 26.82 | -33% |
| Returns for 10 years | 2.73 | 34.29 | 8% |
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