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LFMAX vs LFMCX
LFMAX vs LFMCX Comparison Chart
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LFMAX vs. LFMCX commentary
Jun 14, 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 LFMAX is a Hold and LFMCX is a Hold.
FUNDAMENTALS
Fundamentals
LFMAX (1.54B) and LFMCX (1.54B) have equal amount of cash in the bank . LFMAX pays higher dividends than LFMCX: LFMAX (2.97) vs LFMCX (2.29). LFMAX was incepted earlier than LFMCX: LFMAX (14 years) vs LFMCX (14 years). LFMCX (2.88) is less costly to investors than LFMAX (2.13). LFMAX (90.00) and LFMCX (90.00) have comparable annual turnover. LFMAX (2500) and LFMCX (2500) have matching initial minimum investment requirements. LFMAX annual gain was more profitable for investors over the last year : -2.76 vs. LFMCX (-3.36). LFMAX return over 5 years is better than : 6.04 vs. LFMCX (1.52).
| LFMAX | LFMCX | LFMAX / LFMCX | |
| Total Expense Ratio | 2.13 | 2.88 | 74% |
| Annual Report Gross Expense Ratio | 2.13 | 2.88 | 74% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -1.309 | -1.532 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 1.54B | 100% |
| Annual Yield % from dividends | 2.97 | 2.29 | 129% |
| Returns for 1 year | -2.76 | -3.36 | 82% |
| Returns for 3 years | -14.17 | -16.67 | 85% |
| Returns for 5 years | 6.04 | 1.52 | 397% |
| Returns for 10 years | 13.30 | 4.11 | 324% |
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