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GPMFX vs LOTAX
GPMFX vs LOTAX Comparison Chart in %
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GPMFX vs. LOTAX commentary
Oct 18, 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: 304M vs. GPMFX (289M). LOTAX pays higher dividends than GPMFX: LOTAX (4.85) 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 : 4.38 vs. GPMFX (-10.89). LOTAX return over 5 years is better than : 18.92 vs. GPMFX (-8.85).
| 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 | -10.874 | 2.646 | -411% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 304M | 95% |
| Annual Yield % from dividends | 0.02 | 4.85 | 0% |
| Returns for 1 year | -10.89 | 4.38 | -249% |
| Returns for 3 years | -37.65 | -21.37 | 176% |
| Returns for 5 years | -8.85 | 18.92 | -47% |
| Returns for 10 years | N/A | 11.05 | - |
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