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LFMAX vs LOTIX
LFMAX vs LOTIX Comparison Chart
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LFMAX vs. LOTIX commentary
Apr 29, 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: 1.58B vs. LOTIX (332M). LOTIX pays higher dividends than LFMAX: LOTIX (5.84) vs LFMAX (2.91). LFMAX was incepted earlier than LOTIX: LFMAX (14 years) vs LOTIX (11 years). LFMAX (2.14) is less costly to investors than LOTIX (1.75). LOTIX (77.00) and LFMAX (74.00) have comparable annual turnover. 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 : -5.51 vs. LOTIX (-18.28). LOTIX return over 5 years is better than : 8.74 vs. LFMAX (3.68).
| LFMAX | LOTIX | LFMAX / LOTIX | |
| Total Expense Ratio | 2.14 | 1.75 | 122% |
| Annual Report Gross Expense Ratio | 2.14 | 1.75 | 122% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.571 | -7.854 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 332M | 477% |
| Annual Yield % from dividends | 2.91 | 5.84 | 50% |
| Returns for 1 year | -5.51 | -18.28 | 30% |
| Returns for 3 years | -11.04 | -23.46 | 47% |
| Returns for 5 years | 3.68 | 8.74 | 42% |
| Returns for 10 years | 8.98 | -2.84 | -316% |
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