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GFIRX vs LOTAX
GFIRX vs LOTAX Comparison Chart in %
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GFIRX 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 GFIRX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX has more cash in the bank: 292M vs. GFIRX (173M). LOTAX pays higher dividends than GFIRX: LOTAX (4.85) vs GFIRX (0.00). GFIRX was incepted earlier than LOTAX: GFIRX (14 years) vs LOTAX (11 years). LOTAX (2.02) is less costly to investors than GFIRX (1.57). GFIRX has a lower initial minimum investment than LOTAX: GFIRX (0) vs LOTAX (2500). LOTAX annual gain was more profitable for investors over the last year : 5.78 vs. GFIRX (-1.30). LOTAX return over 5 years is better than : 18.60 vs. GFIRX (3.02).
| GFIRX | LOTAX | GFIRX / LOTAX | |
| Total Expense Ratio | 1.35 | 2.02 | 67% |
| Annual Report Gross Expense Ratio | 1.57 | 2.02 | 78% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.089 | 2.463 | -44% |
| 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 | -1.30 | 5.78 | -23% |
| Returns for 3 years | -19.30 | -22.39 | 86% |
| Returns for 5 years | 3.02 | 18.60 | 16% |
| Returns for 10 years | 6.64 | 9.22 | 72% |
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