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GPAIX vs LOTAX
GPAIX vs LOTAX Comparison
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GPAIX vs LOTAX Comparison Chart in %
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GPAIX 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 GPAIX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX has more cash in the bank: 442M vs. GPAIX (341M). GPAIX pays higher dividends than LOTAX: GPAIX (3.23) vs LOTAX (1.86). GPAIX was incepted earlier than LOTAX: GPAIX (13 years) vs LOTAX (12 years). LOTAX (2.06) is less costly to investors than GPAIX (1.58). LOTAX is a more actively managed with annual turnover of: 81.00 vs. GPAIX (24.00). LOTAX has a lower initial minimum investment than GPAIX: LOTAX (2500) vs GPAIX (100000). LOTAX annual gain was more profitable for investors over the last year : 37.65 vs. GPAIX (12.66). LOTAX return over 5 years is better than : 40.62 vs. GPAIX (21.53).
| GPAIX | LOTAX | GPAIX / LOTAX | |
| Total Expense Ratio | 1.58 | 2.06 | 77% |
| Annual Report Gross Expense Ratio | 1.58 | 2.06 | 77% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 8.684 | 29.703 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 442M | 77% |
| Annual Yield % from dividends | 3.23 | 1.86 | 174% |
| Returns for 1 year | 12.66 | 37.65 | 34% |
| Returns for 3 years | 27.46 | 22.99 | 119% |
| Returns for 5 years | 21.53 | 40.62 | 53% |
| Returns for 10 years | 49.30 | 50.51 | 98% |
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