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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
Sep 13, 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: 1.75B vs. LOTIX (442M). LFMAX pays higher dividends than LOTIX: LFMAX (2.71) vs LOTIX (2.06). 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 : 38.26 vs. LFMAX (12.44). LOTIX return over 5 years is better than : 42.80 vs. LFMAX (13.46).
| 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 | 10.644 | 30.180 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 442M | 395% |
| Annual Yield % from dividends | 2.71 | 2.06 | 132% |
| Returns for 1 year | 12.44 | 38.26 | 33% |
| Returns for 3 years | 13.91 | 24.19 | 58% |
| Returns for 5 years | 13.46 | 42.80 | 31% |
| Returns for 10 years | 15.61 | 54.66 | 29% |
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