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LFMAX vs LOTAX
LFMAX vs LOTAX Comparison Chart in %
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LFMAX vs. LOTAX commentary
Sep 09, 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: 1.53B vs. LOTAX (285M). LOTAX pays higher dividends than LFMAX: LOTAX (5.14) vs LFMAX (2.93). LFMAX was incepted earlier than LOTAX: LFMAX (14 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 : 0.80 vs. LOTAX (-3.86). LOTAX return over 5 years is better than : 9.09 vs. LFMAX (3.18).
| LFMAX | LOTAX | LFMAX / LOTAX | |
| Total Expense Ratio | 2.13 | 2.02 | 105% |
| Annual Report Gross Expense Ratio | 2.13 | 2.02 | 105% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 0.000 | -4.288 | - |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 285M | 536% |
| Annual Yield % from dividends | 2.93 | 5.14 | 57% |
| Returns for 1 year | 0.80 | -3.86 | -21% |
| Returns for 3 years | -11.55 | -22.91 | 50% |
| Returns for 5 years | 3.18 | 9.09 | 35% |
| Returns for 10 years | 11.36 | 0.78 | 1,457% |