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LFMIX vs LOTAX
LFMIX vs LOTAX Comparison
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LFMIX vs LOTAX Comparison Chart in %
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LFMIX vs. LOTAX commentary
Sep 13, 2026
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: 1.75B vs. LOTAX (442M). LFMIX pays higher dividends than LOTAX: LFMIX (2.89) vs LOTAX (1.86). LFMIX was incepted earlier than LOTAX: LFMIX (15 years) vs LOTAX (12 years). LOTAX (2.06) is less costly to investors than LFMIX (1.75). LOTAX is a more actively managed with annual turnover of: 81.00 vs. LFMIX (62.00). LOTAX has a lower initial minimum investment than LFMIX: LOTAX (2500) vs LFMIX (100000). LOTAX annual gain was more profitable for investors over the last year : 37.84 vs. LFMIX (12.85). LOTAX return over 5 years is better than : 40.81 vs. LFMIX (15.17).
| LFMIX | LOTAX | LFMIX / LOTAX | |
| Total Expense Ratio | 1.75 | 2.06 | 85% |
| Annual Report Gross Expense Ratio | 1.75 | 2.06 | 85% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 10.797 | 29.883 | 36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 442M | 395% |
| Annual Yield % from dividends | 2.89 | 1.86 | 156% |
| Returns for 1 year | 12.85 | 37.84 | 34% |
| Returns for 3 years | 14.78 | 23.16 | 64% |
| Returns for 5 years | 15.17 | 40.81 | 37% |
| Returns for 10 years | 19.05 | 50.72 | 38% |
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