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LFMAX vs LFMIX
LFMAX vs LFMIX Comparison Chart in %
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LFMAX vs. LFMIX commentary
Jul 07, 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 (1.54B) and LFMIX (1.54B) have equal amount of cash in the bank . LFMIX pays higher dividends than LFMAX: LFMIX (3.17) vs LFMAX (2.94). LFMAX was incepted earlier than LFMIX: LFMAX (14 years) vs LFMIX (14 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 : -4.05 vs. LFMAX (-4.30). LFMIX return over 5 years is better than : 7.22 vs. LFMAX (5.57).
| LFMAX | LFMIX | LFMAX / LFMIX | |
| Total Expense Ratio | 2.13 | 1.88 | 113% |
| Annual Report Gross Expense Ratio | 2.13 | 1.88 | 113% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -1.047 | -0.897 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 1.54B | 100% |
| Annual Yield % from dividends | 2.94 | 3.17 | 93% |
| Returns for 1 year | -4.30 | -4.05 | 106% |
| Returns for 3 years | -12.66 | -11.74 | 108% |
| Returns for 5 years | 5.57 | 7.22 | 77% |
| Returns for 10 years | 14.15 | 17.57 | 81% |
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