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LFMAX vs LFMIX
LFMAX vs LFMIX Comparison
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LFMAX vs LFMIX Comparison Chart in %
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LFMAX vs. LFMIX 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 LFMAX is a Hold and LFMIX is a Hold.
FUNDAMENTALS
Fundamentals
LFMAX (1.7B) and LFMIX (1.7B) have equal amount of cash in the bank . LFMIX pays higher dividends than LFMAX: LFMIX (2.86) vs LFMAX (2.68). LFMAX was incepted earlier than LFMIX: LFMAX (15 years) vs LFMIX (15 years). LFMAX (2.00) is less costly to investors than LFMIX (1.75). LFMAX (62.00) and LFMIX (62.00) have comparable annual turnover. LFMAX has a lower initial minimum investment than LFMIX: LFMAX (2500) vs LFMIX (100000). LFMIX (13.33) and LFMAX (13.07) have marching annual gain over last year. LFMIX return over 5 years is better than : 9.46 vs. LFMAX (7.86).
| LFMAX | LFMIX | LFMAX / LFMIX | |
| Total Expense Ratio | 2.00 | 1.75 | 114% |
| Annual Report Gross Expense Ratio | 2.00 | 1.75 | 114% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 8.804 | 8.869 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 1.7B | 100% |
| Annual Yield % from dividends | 2.68 | 2.86 | 94% |
| Returns for 1 year | 13.07 | 13.33 | 98% |
| Returns for 3 years | 14.14 | 15.02 | 94% |
| Returns for 5 years | 7.86 | 9.46 | 83% |
| Returns for 10 years | 13.45 | 16.86 | 80% |
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