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LFMCX vs LOTAX
LFMCX vs LOTAX Comparison Chart
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LFMCX vs. LOTAX commentary
Jun 16, 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 (285M). LOTAX pays higher dividends than LFMCX: LOTAX (5.30) vs LFMCX (2.29). 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 : -3.36 vs. LOTAX (-14.54). LOTAX return over 5 years is better than : 13.10 vs. LFMCX (1.52).
| 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 | -1.532 | -7.847 | 20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 285M | 541% |
| Annual Yield % from dividends | 2.29 | 5.30 | 43% |
| Returns for 1 year | -3.36 | -14.54 | 23% |
| Returns for 3 years | -16.67 | -30.84 | 54% |
| Returns for 5 years | 1.52 | 13.10 | 12% |
| Returns for 10 years | 4.11 | -3.59 | -114% |
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