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LFMAX vs LOTIX
LFMAX vs LOTIX Comparison Chart
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LFMAX vs. LOTIX commentary
May 25, 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: 1.55B vs. LOTIX (289M). LOTIX pays higher dividends than LFMAX: LOTIX (6.16) vs LFMAX (2.95). 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 : -5.52 vs. LOTIX (-18.21). LOTIX return over 5 years is better than : 9.22 vs. LFMAX (3.66).
| 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 | -1.702 | -8.128 | 21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 289M | 537% |
| Annual Yield % from dividends | 2.95 | 6.16 | 48% |
| Returns for 1 year | -5.52 | -18.21 | 30% |
| Returns for 3 years | -11.74 | -23.68 | 50% |
| Returns for 5 years | 3.66 | 9.22 | 40% |
| Returns for 10 years | 10.10 | -3.13 | -323% |
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