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LFMCX vs LOTAX
LFMCX vs LOTAX Comparison Chart in %
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LFMCX vs. LOTAX commentary
Sep 10, 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: 1.53B vs. LOTAX (285M). LOTAX pays higher dividends than LFMCX: LOTAX (5.14) 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 : 0.01 vs. LOTAX (-3.86). LOTAX return over 5 years is better than : 9.09 vs. LFMCX (-1.26).
| 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 | -0.418 | -4.288 | 10% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 285M | 536% |
| Annual Yield % from dividends | 2.27 | 5.14 | 44% |
| Returns for 1 year | 0.01 | -3.86 | -0% |
| Returns for 3 years | -14.21 | -22.91 | 62% |
| Returns for 5 years | -1.26 | 9.09 | -14% |
| Returns for 10 years | 2.28 | 0.78 | 293% |
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