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LFMCX vs LOTAX
LFMCX vs LOTAX Comparison Chart in %
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LFMCX vs. LOTAX commentary
Oct 19, 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 LFMCX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LFMCX has more cash in the bank: 1.55B vs. LOTAX (300M). LOTAX pays higher dividends than LFMCX: LOTAX (4.85) vs LFMCX (2.23). LFMCX was incepted earlier than LOTAX: LFMCX (15 years) vs LOTAX (11 years). LFMCX (2.88) is less costly to investors than LOTAX (2.02). LOTAX is a more actively managed with annual turnover of: 140.00 vs. LFMCX (90.00). LFMCX (2500) and LOTAX (2500) have matching initial minimum investment requirements. LFMCX annual gain was more profitable for investors over the last year : 3.52 vs. LOTAX (3.17). LOTAX return over 5 years is better than : 17.55 vs. LFMCX (2.22).
| LFMCX | LOTAX | LFMCX / LOTAX | |
| Total Expense Ratio | 2.88 | 2.02 | 143% |
| Annual Report Gross Expense Ratio | 2.88 | 2.02 | 143% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 2.228 | 1.460 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 300M | 518% |
| Annual Yield % from dividends | 2.23 | 4.85 | 46% |
| Returns for 1 year | 3.52 | 3.17 | 111% |
| Returns for 3 years | -15.72 | -22.28 | 71% |
| Returns for 5 years | 2.22 | 17.55 | 13% |
| Returns for 10 years | 7.04 | 9.77 | 72% |
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