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LFMAX vs LOTCX
LFMAX vs LOTCX Comparison Chart
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LFMAX vs. LOTCX commentary
Apr 30, 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: 1.59B vs. LOTCX (332M). LOTCX pays higher dividends than LFMAX: LOTCX (5.68) vs LFMAX (2.91). LFMAX was incepted earlier than LOTCX: LFMAX (14 years) vs LOTCX (11 years). LOTCX (2.75) is less costly to investors than LFMAX (2.14). 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 : -4.55 vs. LOTCX (-18.12). LFMAX return over 5 years is better than : 4.33 vs. LOTCX (4.01).
| LFMAX | LOTCX | LFMAX / LOTCX | |
| Total Expense Ratio | 2.14 | 2.75 | 78% |
| Annual Report Gross Expense Ratio | 2.14 | 2.75 | 78% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.178 | -7.775 | 15% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 332M | 478% |
| Annual Yield % from dividends | 2.91 | 5.68 | 51% |
| Returns for 1 year | -4.55 | -18.12 | 25% |
| Returns for 3 years | -10.69 | -25.95 | 41% |
| Returns for 5 years | 4.33 | 4.01 | 108% |
| Returns for 10 years | 9.42 | -12.25 | -77% |
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