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GPMFX vs LOTAX
GPMFX vs LOTAX Comparison Chart
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GPMFX vs. LOTAX commentary
May 23, 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: 289M vs. GPMFX (255M). LOTAX pays higher dividends than GPMFX: LOTAX (5.24) vs GPMFX (0.02). GPMFX was incepted earlier than LOTAX: GPMFX (9 years) vs LOTAX (11 years). LOTAX (2.02) is less costly to investors than GPMFX (1.51). 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 : -19.30 vs. GPMFX (-29.15). LOTAX return over 5 years is better than : 7.83 vs. GPMFX (-14.36).
| GPMFX | LOTAX | GPMFX / LOTAX | |
| Total Expense Ratio | 1.51 | 2.02 | 75% |
| Annual Report Gross Expense Ratio | 1.51 | 2.02 | 75% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -17.772 | -8.212 | 216% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 289M | 88% |
| Annual Yield % from dividends | 0.02 | 5.24 | 0% |
| Returns for 1 year | -29.15 | -19.30 | 151% |
| Returns for 3 years | -34.44 | -24.93 | 138% |
| Returns for 5 years | -14.36 | 7.83 | -183% |
| Returns for 10 years | N/A | -5.20 | - |
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