Interact to see
Advertisement
Advertisement
GPMFX vs LOTAX
GPMFX vs LOTAX Comparison
Open Charts GPMFX vs LOTAX
GPMFX vs LOTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GPMFX vs. LOTAX commentary
Jun 15, 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 GPMFX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX has more cash in the bank: 379M vs. GPMFX (57.7M). LOTAX pays higher dividends than GPMFX: LOTAX (1.91) vs GPMFX (0.00). GPMFX was incepted earlier than LOTAX: GPMFX (10 years) vs LOTAX (12 years). LOTAX (2.06) is less costly to investors than GPMFX (1.53). LOTAX is a more actively managed with annual turnover of: 81.00 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 : 36.13 vs. GPMFX (20.16). LOTAX return over 5 years is better than : 26.82 vs. GPMFX (-8.65).
| GPMFX | LOTAX | GPMFX / LOTAX | |
| Total Expense Ratio | 1.53 | 2.06 | 74% |
| Annual Report Gross Expense Ratio | 1.53 | 2.06 | 74% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 11.139 | 21.332 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.7M | 379M | 15% |
| Annual Yield % from dividends | 0.00 | 1.91 | - |
| Returns for 1 year | 20.16 | 36.13 | 56% |
| Returns for 3 years | -8.71 | 18.55 | -47% |
| Returns for 5 years | -8.65 | 26.82 | -32% |
| Returns for 10 years | -6.22 | 34.29 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers