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LFMAX vs LOTCX
LFMAX vs LOTCX Comparison
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LFMAX vs LOTCX Comparison Chart in %
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LFMAX vs. LOTCX 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 LOTCX is a Hold.
FUNDAMENTALS
Fundamentals
LFMAX has more cash in the bank: 1.75B vs. LOTCX (442M). LFMAX pays higher dividends than LOTCX: LFMAX (2.71) vs LOTCX (1.67). LFMAX was incepted earlier than LOTCX: LFMAX (15 years) vs LOTCX (12 years). LOTCX (2.81) is less costly to investors than LFMAX (2.00). LOTCX is a more actively managed with annual turnover of: 81.00 vs. LFMAX (62.00). LFMAX (2500) and LOTCX (2500) have matching initial minimum investment requirements. LOTCX annual gain was more profitable for investors over the last year : 36.84 vs. LFMAX (12.44). LOTCX return over 5 years is better than : 34.87 vs. LFMAX (13.46).
| LFMAX | LOTCX | LFMAX / LOTCX | |
| Total Expense Ratio | 2.00 | 2.81 | 71% |
| Annual Report Gross Expense Ratio | 2.00 | 2.81 | 71% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 10.644 | 29.315 | 36% |
| Front Load | 6% | N/A | - |
| 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 | 1.67 | 162% |
| Returns for 1 year | 12.44 | 36.84 | 34% |
| Returns for 3 years | 13.91 | 20.42 | 68% |
| Returns for 5 years | 13.46 | 34.87 | 39% |
| Returns for 10 years | 15.61 | 39.01 | 40% |
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