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LFMAX vs LOTIX
LFMAX vs LOTIX Comparison Chart in %
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LFMAX vs. LOTIX commentary
Aug 02, 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: 1.54B vs. LOTIX (275M). LOTIX pays higher dividends than LFMAX: LOTIX (6.16) vs LFMAX (2.94). 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 : -1.86 vs. LOTIX (-11.78). LOTIX return over 5 years is better than : 8.27 vs. LFMAX (2.52).
| 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 | -0.524 | -6.393 | 8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 275M | 560% |
| Annual Yield % from dividends | 2.94 | 6.16 | 48% |
| Returns for 1 year | -1.86 | -11.78 | 16% |
| Returns for 3 years | -8.20 | -19.98 | 41% |
| Returns for 5 years | 2.52 | 8.27 | 31% |
| Returns for 10 years | 8.89 | -1.61 | -552% |
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