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LFMAX vs LFMIX
LFMAX vs LFMIX Comparison Chart
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LFMAX vs. LFMIX commentary
May 06, 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 (1.58B) and LFMIX (1.58B) have equal amount of cash in the bank . LFMIX pays higher dividends than LFMAX: LFMIX (3.18) vs LFMAX (2.95). LFMAX was incepted earlier than LFMIX: LFMAX (14 years) vs LFMIX (14 years). LFMAX (2.14) is less costly to investors than LFMIX (1.89). 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 : -3.88 vs. LFMAX (-4.25). LFMIX return over 5 years is better than : 5.40 vs. LFMAX (3.74).
| LFMAX | LFMIX | LFMAX / LFMIX | |
| Total Expense Ratio | 2.14 | 1.89 | 113% |
| Annual Report Gross Expense Ratio | 2.14 | 1.89 | 113% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -1.963 | -1.795 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 1.58B | 100% |
| Annual Yield % from dividends | 2.95 | 3.18 | 93% |
| Returns for 1 year | -4.25 | -3.88 | 109% |
| Returns for 3 years | -12.54 | -11.61 | 108% |
| Returns for 5 years | 3.74 | 5.40 | 69% |
| Returns for 10 years | 9.68 | 13.02 | 74% |
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