Ad is loading...
LFMAX vs LOTAX
LFMAX vs LOTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LFMAX vs. LOTAX commentary
Apr 26, 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: 1.58B vs. LOTAX (330M). LOTAX pays higher dividends than LFMAX: LOTAX (4.97) vs LFMAX (2.91). LFMAX was incepted earlier than LOTAX: LFMAX (14 years) vs LOTAX (11 years). LFMAX (2.14) is less costly to investors than LOTAX (2.00). LOTAX (77.00) and LFMAX (74.00) have comparable annual turnover. 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 : -5.19 vs. LOTAX (-17.97). LOTAX return over 5 years is better than : 6.25 vs. LFMAX (2.90).
| LFMAX | LOTAX | LFMAX / LOTAX | |
| Total Expense Ratio | 2.14 | 2.00 | 107% |
| Annual Report Gross Expense Ratio | 2.14 | 2.00 | 107% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.963 | -8.120 | 24% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 330M | 478% |
| Annual Yield % from dividends | 2.91 | 4.97 | 59% |
| Returns for 1 year | -5.19 | -17.97 | 29% |
| Returns for 3 years | -10.13 | -22.90 | 44% |
| Returns for 5 years | 2.90 | 6.25 | 46% |
| Returns for 10 years | 4.47 | -7.95 | -56% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers