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LFMCX vs LOTAX
LFMCX vs LOTAX Comparison
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LFMCX vs LOTAX Comparison Chart in %
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LFMCX vs. LOTAX commentary
Jun 16, 2026
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: 1.7B vs. LOTAX (379M). LFMCX pays higher dividends than LOTAX: LFMCX (2.49) vs LOTAX (1.91). LFMCX was incepted earlier than LOTAX: LFMCX (15 years) vs LOTAX (12 years). LFMCX (2.75) is less costly to investors than LOTAX (2.06). LOTAX is a more actively managed with annual turnover of: 81.00 vs. LFMCX (62.00). LFMCX (2500) and LOTAX (2500) have matching initial minimum investment requirements. LOTAX annual gain was more profitable for investors over the last year : 36.13 vs. LFMCX (12.18). LOTAX return over 5 years is better than : 26.82 vs. LFMCX (3.23).
| LFMCX | LOTAX | LFMCX / LOTAX | |
| Total Expense Ratio | 2.75 | 2.06 | 133% |
| Annual Report Gross Expense Ratio | 2.75 | 2.06 | 133% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 8.427 | 21.332 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 379M | 447% |
| Annual Yield % from dividends | 2.49 | 1.91 | 130% |
| Returns for 1 year | 12.18 | 36.13 | 34% |
| Returns for 3 years | 11.62 | 18.55 | 63% |
| Returns for 5 years | 3.23 | 26.82 | 12% |
| Returns for 10 years | 4.15 | 34.29 | 12% |
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