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LFMAX vs LOTCX
LFMAX vs LOTCX Comparison Chart in %
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LFMAX vs. LOTCX commentary
Oct 19, 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: 1.55B vs. LOTCX (300M). LOTCX pays higher dividends than LFMAX: LOTCX (5.56) vs LFMAX (2.87). LFMAX was incepted earlier than LOTCX: LFMAX (15 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 : 4.24 vs. LOTCX (2.46). LOTCX return over 5 years is better than : 12.58 vs. LFMAX (6.86).
| LFMAX | LOTCX | LFMAX / LOTCX | |
| Total Expense Ratio | 2.13 | 2.77 | 77% |
| Annual Report Gross Expense Ratio | 2.13 | 2.77 | 77% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 2.749 | 0.875 | 314% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 300M | 518% |
| Annual Yield % from dividends | 2.87 | 5.56 | 52% |
| Returns for 1 year | 4.24 | 2.46 | 172% |
| Returns for 3 years | -13.19 | -24.45 | 54% |
| Returns for 5 years | 6.86 | 12.58 | 55% |
| Returns for 10 years | 16.71 | 1.30 | 1,282% |
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