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LFMAX vs LOTIX
LFMAX vs LOTIX Comparison
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LFMAX vs LOTIX Comparison Chart in %
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LFMAX vs. LOTIX commentary
Jun 15, 2026
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: 1.7B vs. LOTIX (379M). LFMAX pays higher dividends than LOTIX: LFMAX (2.68) vs LOTIX (2.12). LFMAX was incepted earlier than LOTIX: LFMAX (15 years) vs LOTIX (12 years). LFMAX (2.00) is less costly to investors than LOTIX (1.81). LOTIX is a more actively managed with annual turnover of: 81.00 vs. LFMAX (62.00). LFMAX has a lower initial minimum investment than LOTIX: LFMAX (2500) vs LOTIX (100000). LOTIX annual gain was more profitable for investors over the last year : 36.35 vs. LFMAX (13.07). LOTIX return over 5 years is better than : 28.45 vs. LFMAX (7.86).
| LFMAX | LOTIX | LFMAX / LOTIX | |
| Total Expense Ratio | 2.00 | 1.81 | 110% |
| Annual Report Gross Expense Ratio | 2.00 | 1.81 | 110% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 8.804 | 21.441 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 379M | 447% |
| Annual Yield % from dividends | 2.68 | 2.12 | 126% |
| Returns for 1 year | 13.07 | 36.35 | 36% |
| Returns for 3 years | 14.14 | 19.45 | 73% |
| Returns for 5 years | 7.86 | 28.45 | 28% |
| Returns for 10 years | 13.45 | 37.75 | 36% |
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