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LFMAX vs LFMIX
LFMAX vs LFMIX Comparison Chart in %
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LFMAX vs. LFMIX commentary
Oct 19, 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 LFMIX is a Hold.
FUNDAMENTALS
Fundamentals
LFMAX (1.55B) and LFMIX (1.55B) have equal amount of cash in the bank . LFMIX pays higher dividends than LFMAX: LFMIX (3.10) vs LFMAX (2.87). LFMAX was incepted earlier than LFMIX: LFMAX (15 years) vs LFMIX (15 years). LFMAX (2.13) is less costly to investors than LFMIX (1.88). LFMAX (90.00) and LFMIX (90.00) have comparable annual turnover. LFMAX has a lower initial minimum investment than LFMIX: LFMAX (2500) vs LFMIX (100000). LFMIX annual gain was more profitable for investors over the last year : 4.58 vs. LFMAX (4.24). LFMIX return over 5 years is better than : 8.38 vs. LFMAX (6.86).
| LFMAX | LFMIX | LFMAX / LFMIX | |
| Total Expense Ratio | 2.13 | 1.88 | 113% |
| Annual Report Gross Expense Ratio | 2.13 | 1.88 | 113% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 2.749 | 2.949 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 1.55B | 100% |
| Annual Yield % from dividends | 2.87 | 3.10 | 93% |
| Returns for 1 year | 4.24 | 4.58 | 93% |
| Returns for 3 years | -13.19 | -12.42 | 106% |
| Returns for 5 years | 6.86 | 8.38 | 82% |
| Returns for 10 years | 16.71 | 20.14 | 83% |
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