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LFMIX vs LOTAX
LFMIX vs LOTAX Comparison Chart
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LFMIX vs. LOTAX commentary
Jun 15, 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 LFMIX is a Hold and LOTAX is a Hold.
FUNDAMENTALS
Fundamentals
LFMIX has more cash in the bank: 1.54B vs. LOTAX (285M). LOTAX pays higher dividends than LFMIX: LOTAX (5.30) vs LFMIX (3.20). LFMIX was incepted earlier than LOTAX: LFMIX (14 years) vs LOTAX (11 years). LOTAX (2.02) is less costly to investors than LFMIX (1.88). LOTAX is a more actively managed with annual turnover of: 140.00 vs. LFMIX (90.00). LOTAX has a lower initial minimum investment than LFMIX: LOTAX (2500) vs LFMIX (100000). LFMIX annual gain was more profitable for investors over the last year : -2.42 vs. LOTAX (-14.54). LOTAX return over 5 years is better than : 13.10 vs. LFMIX (7.69).
| LFMIX | LOTAX | LFMIX / LOTAX | |
| Total Expense Ratio | 1.88 | 2.02 | 93% |
| Annual Report Gross Expense Ratio | 1.88 | 2.02 | 93% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.154 | -7.847 | 15% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 285M | 541% |
| Annual Yield % from dividends | 3.20 | 5.30 | 60% |
| Returns for 1 year | -2.42 | -14.54 | 17% |
| Returns for 3 years | -13.32 | -30.84 | 43% |
| Returns for 5 years | 7.69 | 13.10 | 59% |
| Returns for 10 years | 16.85 | -3.59 | -469% |
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