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GPAIX vs LOTAX
GPAIX vs LOTAX Comparison Chart in %
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GPAIX vs. LOTAX commentary
Jul 06, 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 GPAIX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
GPAIX has more cash in the bank: 314M vs. LOTAX (274M). LOTAX pays higher dividends than GPAIX: LOTAX (5.22) vs GPAIX (1.93). GPAIX was incepted earlier than LOTAX: GPAIX (12 years) vs LOTAX (11 years). LOTAX (2.02) is less costly to investors than GPAIX (1.54). LOTAX is a more actively managed with annual turnover of: 140.00 vs. GPAIX (40.00). LOTAX has a lower initial minimum investment than GPAIX: LOTAX (2500) vs GPAIX (100000). GPAIX annual gain was more profitable for investors over the last year : 3.42 vs. LOTAX (-16.83). LOTAX return over 5 years is better than : 13.45 vs. GPAIX (11.82).
| GPAIX | LOTAX | GPAIX / LOTAX | |
| Total Expense Ratio | 1.54 | 2.02 | 76% |
| Annual Report Gross Expense Ratio | 1.54 | 2.02 | 76% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 3.996 | -6.843 | -58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 274M | 115% |
| Annual Yield % from dividends | 1.93 | 5.22 | 37% |
| Returns for 1 year | 3.42 | -16.83 | -20% |
| Returns for 3 years | 5.41 | -33.09 | -16% |
| Returns for 5 years | 11.82 | 13.45 | 88% |
| Returns for 10 years | 27.35 | -2.54 | -1,076% |
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