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LFMAX vs LOTAX
LFMAX vs LOTAX Comparison Chart in %
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LFMAX vs. LOTAX 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 LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LFMAX has more cash in the bank: 1.55B vs. LOTAX (300M). LOTAX pays higher dividends than LFMAX: LOTAX (4.85) vs LFMAX (2.87). LFMAX was incepted earlier than LOTAX: LFMAX (15 years) vs LOTAX (11 years). LFMAX (2.13) is less costly to investors than LOTAX (2.02). LOTAX is a more actively managed with annual turnover of: 140.00 vs. LFMAX (90.00). LFMAX (6%) and LOTAX (6%) have equivalent initial investment costs. LFMAX (2500) and LOTAX (2500) have matching initial minimum investment requirements. LFMAX annual gain was more profitable for investors over the last year : 4.24 vs. LOTAX (3.17). LOTAX return over 5 years is better than : 17.55 vs. LFMAX (6.86).
| LFMAX | LOTAX | LFMAX / LOTAX | |
| Total Expense Ratio | 2.13 | 2.02 | 105% |
| Annual Report Gross Expense Ratio | 2.13 | 2.02 | 105% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 2.749 | 1.460 | 188% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 300M | 518% |
| Annual Yield % from dividends | 2.87 | 4.85 | 59% |
| Returns for 1 year | 4.24 | 3.17 | 134% |
| Returns for 3 years | -13.19 | -22.28 | 59% |
| Returns for 5 years | 6.86 | 17.55 | 39% |
| Returns for 10 years | 16.71 | 9.77 | 171% |
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