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GFFRX vs LOTAX
GFFRX vs LOTAX Comparison
Open Charts GFFRX vs LOTAX
GFFRX vs LOTAX Comparison Chart in %
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GFFRX 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 GFFRX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX has more cash in the bank: 442M vs. GFFRX (201M). LOTAX pays higher dividends than GFFRX: LOTAX (1.86) vs GFFRX (0.00). GFFRX was incepted earlier than LOTAX: GFFRX (15 years) vs LOTAX (12 years). GFFRX (2.15) and LOTAX (2.06) 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 : 37.84 vs. GFFRX (18.37). LOTAX return over 5 years is better than : 40.81 vs. GFFRX (6.91).
| GFFRX | LOTAX | GFFRX / LOTAX | |
| Total Expense Ratio | 1.41 | 2.06 | 68% |
| Annual Report Gross Expense Ratio | 2.15 | 2.06 | 104% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 12.877 | 29.883 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 442M | 45% |
| Annual Yield % from dividends | 0.00 | 1.86 | - |
| Returns for 1 year | 18.37 | 37.84 | 49% |
| Returns for 3 years | 2.75 | 23.16 | 12% |
| Returns for 5 years | 6.91 | 40.81 | 17% |
| Returns for 10 years | 16.76 | 50.72 | 33% |
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