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LFMAX vs LOTIX
LFMAX vs LOTIX Comparison Chart
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LFMAX vs. LOTIX commentary
Jun 17, 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 (285M). LOTIX pays higher dividends than LFMAX: LOTIX (6.22) vs LFMAX (2.97). 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 : -2.63 vs. LOTIX (-14.32). LOTIX return over 5 years is better than : 14.54 vs. LFMAX (6.18).
| 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 | -1.178 | -7.763 | 15% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 285M | 541% |
| Annual Yield % from dividends | 2.97 | 6.22 | 48% |
| Returns for 1 year | -2.63 | -14.32 | 18% |
| Returns for 3 years | -14.06 | -30.27 | 46% |
| Returns for 5 years | 6.18 | 14.54 | 42% |
| Returns for 10 years | 13.45 | -1.10 | -1,221% |
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