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LFMAX vs LOTAX
LFMAX vs LOTAX Comparison Chart in %
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LFMAX vs. LOTAX commentary
Aug 02, 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: 1.54B vs. LOTAX (275M). LOTAX pays higher dividends than LFMAX: LOTAX (5.25) vs LFMAX (2.94). 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 : -1.26 vs. LOTAX (-10.06). LOTAX return over 5 years is better than : 5.73 vs. LFMAX (2.12).
| 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 | -0.916 | -7.482 | 12% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 275M | 560% |
| Annual Yield % from dividends | 2.94 | 5.25 | 56% |
| Returns for 1 year | -1.26 | -10.06 | 13% |
| Returns for 3 years | -9.47 | -22.15 | 43% |
| Returns for 5 years | 2.12 | 5.73 | 37% |
| Returns for 10 years | 8.71 | -4.29 | -203% |
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