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LFMAX vs LOTAX
LFMAX vs LOTAX Comparison
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LFMAX vs LOTAX Comparison Chart in %
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LFMAX vs. LOTAX commentary
Sep 13, 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 LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LFMAX has more cash in the bank: 1.75B vs. LOTAX (442M). LFMAX pays higher dividends than LOTAX: LFMAX (2.71) vs LOTAX (1.86). LFMAX was incepted earlier than LOTAX: LFMAX (15 years) vs LOTAX (12 years). LOTAX (2.06) and LFMAX (2.00) have similar cost to investors . LOTAX is a more actively managed with annual turnover of: 81.00 vs. LFMAX (62.00). LFMAX (6%) and LOTAX (6%) have equivalent initial investment costs. LFMAX (2500) and LOTAX (2500) have matching initial minimum investment requirements. LOTAX annual gain was more profitable for investors over the last year : 37.84 vs. LFMAX (12.44). LOTAX return over 5 years is better than : 40.81 vs. LFMAX (13.46).
| LFMAX | LOTAX | LFMAX / LOTAX | |
| Total Expense Ratio | 2.00 | 2.06 | 97% |
| Annual Report Gross Expense Ratio | 2.00 | 2.06 | 97% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 10.644 | 29.883 | 36% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 442M | 395% |
| Annual Yield % from dividends | 2.71 | 1.86 | 146% |
| Returns for 1 year | 12.44 | 37.84 | 33% |
| Returns for 3 years | 13.91 | 23.16 | 60% |
| Returns for 5 years | 13.46 | 40.81 | 33% |
| Returns for 10 years | 15.61 | 50.72 | 31% |
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