Interact to see
Advertisement
Advertisement
LFMIX vs LOTAX
LFMIX vs LOTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LFMIX vs. LOTAX commentary
Jul 07, 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 (274M). LOTAX pays higher dividends than LFMIX: LOTAX (5.22) vs LFMIX (3.17). 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 : -4.05 vs. LOTAX (-16.83). LOTAX return over 5 years is better than : 13.45 vs. LFMIX (7.22).
| 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 | -0.897 | -6.843 | 13% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 274M | 562% |
| Annual Yield % from dividends | 3.17 | 5.22 | 61% |
| Returns for 1 year | -4.05 | -16.83 | 24% |
| Returns for 3 years | -11.74 | -33.09 | 35% |
| Returns for 5 years | 7.22 | 13.45 | 54% |
| Returns for 10 years | 17.57 | -2.54 | -691% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement