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GMSSX vs LOTAX
GMSSX vs LOTAX Comparison Chart in %
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GMSSX 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 GMSSX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX has more cash in the bank: 292M vs. GMSSX (173M). LOTAX pays higher dividends than GMSSX: LOTAX (4.85) vs GMSSX (0.00). GMSSX was incepted earlier than LOTAX: GMSSX (14 years) vs LOTAX (11 years). LOTAX (2.02) is less costly to investors than GMSSX (1.46). LOTAX has a lower initial minimum investment than GMSSX: LOTAX (2500) vs GMSSX (1000000). LOTAX annual gain was more profitable for investors over the last year : 5.78 vs. GMSSX (-1.28). LOTAX return over 5 years is better than : 18.60 vs. GMSSX (3.85).
| GMSSX | LOTAX | GMSSX / LOTAX | |
| Total Expense Ratio | 1.24 | 2.02 | 61% |
| Annual Report Gross Expense Ratio | 1.46 | 2.02 | 72% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.072 | 2.463 | -44% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| 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 | -1.28 | 5.78 | -22% |
| Returns for 3 years | -19.01 | -22.39 | 85% |
| Returns for 5 years | 3.85 | 18.60 | 21% |
| Returns for 10 years | 8.16 | 9.22 | 88% |
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