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GPMFX vs LOTAX
GPMFX vs LOTAX Comparison Chart in %
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GPMFX vs. LOTAX commentary
Sep 05, 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 GPMFX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX has more cash in the bank: 284M vs. GPMFX (257M). LOTAX pays higher dividends than GPMFX: LOTAX (5.14) vs GPMFX (0.02). GPMFX was incepted earlier than LOTAX: GPMFX (10 years) vs LOTAX (11 years). LOTAX (2.02) is less costly to investors than GPMFX (1.53). LOTAX is a more actively managed with annual turnover of: 140.00 vs. GPMFX (0.00). GPMFX has a lower initial minimum investment than LOTAX: GPMFX (0) vs LOTAX (2500). LOTAX annual gain was more profitable for investors over the last year : -4.29 vs. GPMFX (-16.51). LOTAX return over 5 years is better than : 7.94 vs. GPMFX (-14.23).
| GPMFX | LOTAX | GPMFX / LOTAX | |
| Total Expense Ratio | 1.53 | 2.02 | 76% |
| Annual Report Gross Expense Ratio | 1.53 | 2.02 | 76% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -15.943 | -5.383 | 296% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 284M | 90% |
| Annual Yield % from dividends | 0.02 | 5.14 | 0% |
| Returns for 1 year | -16.51 | -4.29 | 385% |
| Returns for 3 years | -36.52 | -23.49 | 155% |
| Returns for 5 years | -14.23 | 7.94 | -179% |
| Returns for 10 years | N/A | -1.17 | - |
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