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GFFRX vs LOTAX
GFFRX vs LOTAX Comparison Chart in %
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GFFRX vs. LOTAX commentary
Oct 24, 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 GFFRX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX has more cash in the bank: 292M vs. GFFRX (173M). LOTAX pays higher dividends than GFFRX: LOTAX (4.85) vs GFFRX (0.00). GFFRX was incepted earlier than LOTAX: GFFRX (14 years) vs LOTAX (11 years). GFFRX (2.07) and LOTAX (2.02) have similar cost to investors . GFFRX has a lower initial minimum investment than LOTAX: GFFRX (0) vs LOTAX (2500). LOTAX annual gain was more profitable for investors over the last year : 5.78 vs. GFFRX (-1.74). LOTAX return over 5 years is better than : 18.60 vs. GFFRX (-0.10).
| GFFRX | LOTAX | GFFRX / LOTAX | |
| Total Expense Ratio | 1.85 | 2.02 | 92% |
| Annual Report Gross Expense Ratio | 2.07 | 2.02 | 102% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.508 | 2.463 | -61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 292M | 59% |
| Annual Yield % from dividends | 0.00 | 4.85 | - |
| Returns for 1 year | -1.74 | 5.78 | -30% |
| Returns for 3 years | -20.79 | -22.39 | 93% |
| Returns for 5 years | -0.10 | 18.60 | -1% |
| Returns for 10 years | 0.80 | 9.22 | 9% |
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