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LMCJX vs OAANX
LMCJX vs OAANX Comparison
Open Charts LMCJX vs OAANX
Miller Income A
Price$7.42
Change-$0.32 (-4.13%)
VolumeN/A
Net Assets149.85M
Invesco Active Allocation R
Price$12.61
Change-$0.28 (-2.17%)
VolumeN/A
Net Assets1.76B
LMCJX vs OAANX Comparison Chart
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LMCJX vs. OAANX commentary
Apr 11, 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 LMCJX is a Hold and OAANX is a Hold.
FUNDAMENTALS
Fundamentals
OAANX has more cash in the bank: 1.76B vs. LMCJX (150M). LMCJX pays higher dividends than OAANX: LMCJX (4.98) vs OAANX (1.92). LMCJX was incepted earlier than OAANX: LMCJX (11 years) vs OAANX (20 years). LMCJX (1.35) is less costly to investors than OAANX (1.24). OAANX (43.00) and LMCJX (41.00) have comparable annual turnover. LMCJX (1000) and OAANX (1000) have matching initial minimum investment requirements. LMCJX annual gain was more profitable for investors over the last year : 6.79 vs. OAANX (-2.50). LMCJX return over 5 years is better than : 86.09 vs. OAANX (14.29).
| LMCJX | OAANX | LMCJX / OAANX | |
| Total Expense Ratio | 1.23 | 1.24 | 99% |
| Annual Report Gross Expense Ratio | 1.35 | 1.24 | 109% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | -10.036 | -4.306 | 233% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 1.76B | 9% |
| Annual Yield % from dividends | 4.98 | 1.92 | 260% |
| Returns for 1 year | 6.79 | -2.50 | -272% |
| Returns for 3 years | 12.78 | -0.91 | -1,399% |
| Returns for 5 years | 86.09 | 14.29 | 602% |
| Returns for 10 years | 34.91 | 14.37 | 243% |
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