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LFMCX vs LOTAX
LFMCX vs LOTAX Comparison Chart
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LFMCX vs. LOTAX commentary
Apr 25, 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: 1.58B vs. LOTAX (330M). LOTAX pays higher dividends than LFMCX: LOTAX (4.97) vs LFMCX (2.25). LFMCX was incepted earlier than LOTAX: LFMCX (14 years) vs LOTAX (11 years). LFMCX (2.89) is less costly to investors than LOTAX (2.00). LOTAX (77.00) and LFMCX (74.00) have comparable annual turnover. LFMCX (2500) and LOTAX (2500) have matching initial minimum investment requirements. LFMCX annual gain was more profitable for investors over the last year : -5.92 vs. LOTAX (-17.97). LOTAX return over 5 years is better than : 6.25 vs. LFMCX (-1.51).
| LFMCX | LOTAX | LFMCX / LOTAX | |
| Total Expense Ratio | 2.89 | 2.00 | 145% |
| Annual Report Gross Expense Ratio | 2.89 | 2.00 | 145% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -2.089 | -8.120 | 26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 330M | 478% |
| Annual Yield % from dividends | 2.25 | 4.97 | 45% |
| Returns for 1 year | -5.92 | -17.97 | 33% |
| Returns for 3 years | -12.60 | -22.90 | 55% |
| Returns for 5 years | -1.51 | 6.25 | -24% |
| Returns for 10 years | -4.12 | -7.95 | 52% |