Interact to see
Advertisement
Advertisement
LFMAX vs LOTIX
LFMAX vs LOTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LFMAX vs. LOTIX commentary
Sep 09, 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 LOTIX is a Hold.
FUNDAMENTALS
Fundamentals
LFMAX has more cash in the bank: 1.53B vs. LOTIX (285M). LOTIX pays higher dividends than LFMAX: LOTIX (6.03) vs LFMAX (2.93). LFMAX was incepted earlier than LOTIX: LFMAX (14 years) vs LOTIX (11 years). LFMAX (2.13) is less costly to investors than LOTIX (1.77). LOTIX is a more actively managed with annual turnover of: 140.00 vs. LFMAX (90.00). LFMAX has a lower initial minimum investment than LOTIX: LFMAX (2500) vs LOTIX (100000). LFMAX annual gain was more profitable for investors over the last year : 0.80 vs. LOTIX (-3.58). LOTIX return over 5 years is better than : 10.42 vs. LFMAX (3.18).
| LFMAX | LOTIX | LFMAX / LOTIX | |
| Total Expense Ratio | 2.13 | 1.77 | 120% |
| Annual Report Gross Expense Ratio | 2.13 | 1.77 | 120% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 0.000 | -4.110 | - |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 285M | 536% |
| Annual Yield % from dividends | 2.93 | 6.03 | 49% |
| Returns for 1 year | 0.80 | -3.58 | -22% |
| Returns for 3 years | -11.55 | -22.28 | 52% |
| Returns for 5 years | 3.18 | 10.42 | 31% |
| Returns for 10 years | 11.36 | 3.40 | 334% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers