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LFMIX vs LOTAX
LFMIX vs LOTAX Comparison Chart in %
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LFMIX vs. LOTAX commentary
Sep 10, 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: 1.53B vs. LOTAX (285M). LOTAX pays higher dividends than LFMIX: LOTAX (5.14) vs LFMIX (3.16). 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 : 0.95 vs. LOTAX (-3.86). LOTAX return over 5 years is better than : 9.09 vs. LFMIX (4.70).
| 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 | 0.128 | -4.288 | -3% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 285M | 536% |
| Annual Yield % from dividends | 3.16 | 5.14 | 61% |
| Returns for 1 year | 0.95 | -3.86 | -25% |
| Returns for 3 years | -10.73 | -22.91 | 47% |
| Returns for 5 years | 4.70 | 9.09 | 52% |
| Returns for 10 years | 14.71 | 0.78 | 1,886% |
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