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
Oct 18, 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: 1.57B vs. LOTIX (304M). LOTIX pays higher dividends than LFMAX: LOTIX (5.69) vs LFMAX (2.87). LFMAX was incepted earlier than LOTIX: LFMAX (15 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 (4.90) and LOTIX (4.76) have marching annual gain over last year. LOTIX return over 5 years is better than : 20.57 vs. LFMAX (7.55).
| LFMAX | LOTIX | LFMAX / LOTIX | |
| Total Expense Ratio | 2.13 | 1.77 | 120% |
| Annual Report Gross Expense Ratio | 2.13 | 1.77 | 120% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 3.403 | 2.922 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 304M | 515% |
| Annual Yield % from dividends | 2.87 | 5.69 | 50% |
| Returns for 1 year | 4.90 | 4.76 | 103% |
| Returns for 3 years | -12.63 | -20.69 | 61% |
| Returns for 5 years | 7.55 | 20.57 | 37% |
| Returns for 10 years | 17.45 | 13.93 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement