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LFMIX vs LOTAX
LFMIX vs LOTAX Comparison Chart
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LFMIX vs. LOTAX commentary
Apr 25, 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: 1.58B vs. LOTAX (330M). LOTAX pays higher dividends than LFMIX: LOTAX (4.97) vs LFMIX (3.14). LFMIX was incepted earlier than LOTAX: LFMIX (14 years) vs LOTAX (11 years). LOTAX (2.00) is less costly to investors than LFMIX (1.89). LOTAX (77.00) and LFMIX (74.00) have comparable annual turnover. 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 : -5.04 vs. LOTAX (-17.97). LOTAX return over 5 years is better than : 6.25 vs. LFMIX (4.42).
| LFMIX | LOTAX | LFMIX / LOTAX | |
| Total Expense Ratio | 1.89 | 2.00 | 95% |
| Annual Report Gross Expense Ratio | 1.89 | 2.00 | 95% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -1.923 | -8.120 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 330M | 478% |
| Annual Yield % from dividends | 3.14 | 4.97 | 63% |
| Returns for 1 year | -5.04 | -17.97 | 28% |
| Returns for 3 years | -9.24 | -22.90 | 40% |
| Returns for 5 years | 4.42 | 6.25 | 71% |
| Returns for 10 years | 7.56 | -7.95 | -95% |
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