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LFMCX vs LOTAX
LFMCX vs LOTAX Comparison Chart in %
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LFMCX vs. LOTAX commentary
Jul 08, 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: 1.54B vs. LOTAX (274M). LOTAX pays higher dividends than LFMCX: LOTAX (5.22) vs LFMCX (2.27). LFMCX was incepted earlier than LOTAX: LFMCX (14 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 : -4.74 vs. LOTAX (-16.89). LOTAX return over 5 years is better than : 12.69 vs. LFMCX (0.80).
| LFMCX | LOTAX | LFMCX / LOTAX | |
| Total Expense Ratio | 2.88 | 2.02 | 143% |
| Annual Report Gross Expense Ratio | 2.88 | 2.02 | 143% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.253 | -6.843 | 18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 274M | 562% |
| Annual Yield % from dividends | 2.27 | 5.22 | 44% |
| Returns for 1 year | -4.74 | -16.89 | 28% |
| Returns for 3 years | -14.83 | -25.22 | 59% |
| Returns for 5 years | 0.80 | 12.69 | 6% |
| Returns for 10 years | 5.70 | -1.43 | -398% |
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