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FFFMX vs LOMAX
FFFMX vs LOMAX Comparison
Open Charts FFFMX vs LOMAX
FFFMX vs LOMAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFFMX has more cash in the bank: 118B vs. LOMAX (172M). LOMAX pays higher dividends than FFFMX: LOMAX (2.34) vs FFFMX (1.67). FFFMX was incepted earlier than LOMAX: FFFMX (6 years) vs LOMAX (29 years). LOMAX (1.02) is less costly to investors than FFFMX (0.32). LOMAX is a more actively managed with annual turnover of: 34.76 vs. FFFMX (30.00). FFFMX has a lower initial minimum investment than LOMAX: FFFMX (250) vs LOMAX (2500). LOMAX annual gain was more profitable for investors over the last year : 24.02 vs. FFFMX (9.80). LOMAX (42.74) and FFFMX (41.37) have equivalent 5 years return.
| FFFMX | LOMAX | FFFMX / LOMAX | |
| Total Expense Ratio | 0.32 | 0.69 | 46% |
| Annual Report Gross Expense Ratio | 0.32 | 1.02 | 31% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 9.877 | 16.211 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 172M | 68,605% |
| Annual Yield % from dividends | 1.67 | 2.34 | 71% |
| Returns for 1 year | 9.80 | 24.02 | 41% |
| Returns for 3 years | 35.67 | 46.30 | 77% |
| Returns for 5 years | 41.37 | 42.74 | 97% |
| Returns for 10 years | N/A | 79.86 | - |
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