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EVOAX vs LOTAX
EVOAX vs LOTAX Comparison Chart in %
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EVOAX vs. LOTAX commentary
Oct 25, 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 EVOAX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX has more cash in the bank: 293M vs. EVOAX (27.5M). EVOAX pays higher dividends than LOTAX: EVOAX (8.15) vs LOTAX (4.85). EVOAX was incepted earlier than LOTAX: EVOAX (14 years) vs LOTAX (11 years). EVOAX (2.42) is less costly to investors than LOTAX (2.02). LOTAX is a more actively managed with annual turnover of: 140.00 vs. EVOAX (4.00). EVOAX (6%) and LOTAX (6%) have equivalent initial investment costs. EVOAX (2500) and LOTAX (2500) have matching initial minimum investment requirements. LOTAX annual gain was more profitable for investors over the last year : 5.87 vs. EVOAX (2.38). EVOAX return over 5 years is better than : 48.10 vs. LOTAX (19.13).
| EVOAX | LOTAX | EVOAX / LOTAX | |
| Total Expense Ratio | 1.91 | 2.02 | 95% |
| Annual Report Gross Expense Ratio | 2.42 | 2.02 | 120% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 1.330 | 2.920 | 46% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 293M | 9% |
| Annual Yield % from dividends | 8.15 | 4.85 | 168% |
| Returns for 1 year | 2.38 | 5.87 | 40% |
| Returns for 3 years | 3.00 | -21.51 | -14% |
| Returns for 5 years | 48.10 | 19.13 | 251% |
| Returns for 10 years | 24.84 | 8.99 | 276% |
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