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GPMFX vs LOTAX
GPMFX vs LOTAX Comparison Chart
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GPMFX vs. LOTAX commentary
Apr 30, 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: 332M vs. GPMFX (217M). LOTAX pays higher dividends than GPMFX: LOTAX (4.97) vs GPMFX (0.02). GPMFX was incepted earlier than LOTAX: GPMFX (9 years) vs LOTAX (11 years). LOTAX (2.00) is less costly to investors than GPMFX (1.51). LOTAX is a more actively managed with annual turnover of: 77.00 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 : -18.50 vs. GPMFX (-27.99). LOTAX return over 5 years is better than : 7.35 vs. GPMFX (-14.70).
| GPMFX | LOTAX | GPMFX / LOTAX | |
| Total Expense Ratio | 1.51 | 2.00 | 76% |
| Annual Report Gross Expense Ratio | 1.51 | 2.00 | 76% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -16.565 | -7.938 | 209% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 332M | 65% |
| Annual Yield % from dividends | 0.02 | 4.97 | 0% |
| Returns for 1 year | -27.99 | -18.50 | 151% |
| Returns for 3 years | -33.63 | -24.10 | 140% |
| Returns for 5 years | -14.70 | 7.35 | -200% |
| Returns for 10 years | N/A | -5.29 | - |
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