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LFMIX vs LOTAX
LFMIX vs LOTAX Comparison Chart in %
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LFMIX vs. LOTAX commentary
Oct 19, 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: 1.55B vs. LOTAX (300M). LOTAX pays higher dividends than LFMIX: LOTAX (4.85) vs LFMIX (3.10). LFMIX was incepted earlier than LOTAX: LFMIX (15 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 : 4.58 vs. LOTAX (3.17). LOTAX return over 5 years is better than : 17.55 vs. LFMIX (8.38).
| LFMIX | LOTAX | LFMIX / LOTAX | |
| Total Expense Ratio | 1.88 | 2.02 | 93% |
| Annual Report Gross Expense Ratio | 1.88 | 2.02 | 93% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 2.949 | 1.460 | 202% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 300M | 518% |
| Annual Yield % from dividends | 3.10 | 4.85 | 64% |
| Returns for 1 year | 4.58 | 3.17 | 144% |
| Returns for 3 years | -12.42 | -22.28 | 56% |
| Returns for 5 years | 8.38 | 17.55 | 48% |
| Returns for 10 years | 20.14 | 9.77 | 206% |
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