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LFMAX vs LOTCX
LFMAX vs LOTCX Comparison Chart
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LFMAX vs. LOTCX commentary
Jun 16, 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 LOTCX is a Hold.
FUNDAMENTALS
Fundamentals
LFMAX has more cash in the bank: 1.54B vs. LOTCX (285M). LOTCX pays higher dividends than LFMAX: LOTCX (6.07) vs LFMAX (2.97). LFMAX was incepted earlier than LOTCX: LFMAX (14 years) vs LOTCX (11 years). LOTCX (2.77) is less costly to investors than LFMAX (2.13). LOTCX is a more actively managed with annual turnover of: 140.00 vs. LFMAX (90.00). LFMAX (2500) and LOTCX (2500) have matching initial minimum investment requirements. LFMAX annual gain was more profitable for investors over the last year : -2.63 vs. LOTCX (-15.20). LOTCX return over 5 years is better than : 8.25 vs. LFMAX (6.18).
| LFMAX | LOTCX | LFMAX / LOTCX | |
| Total Expense Ratio | 2.13 | 2.77 | 77% |
| Annual Report Gross Expense Ratio | 2.13 | 2.77 | 77% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.178 | -8.163 | 14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 285M | 541% |
| Annual Yield % from dividends | 2.97 | 6.07 | 49% |
| Returns for 1 year | -2.63 | -15.20 | 17% |
| Returns for 3 years | -14.06 | -32.80 | 43% |
| Returns for 5 years | 6.18 | 8.25 | 75% |
| Returns for 10 years | 13.45 | -11.06 | -122% |
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