Interact to see
Advertisement
Advertisement
LMCMX vs OAANX
LMCMX vs OAANX Comparison
Open Charts LMCMX vs OAANX
Miller Income IS
Price$8.20
Change-$0.03 (-0.36%)
VolumeN/A
Net Assets159.76M
Invesco Active Allocation R
Price$13.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.86B
LMCMX vs OAANX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMCMX vs. OAANX commentary
May 23, 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 LMCMX is a Buy and OAANX is a Buy.
FUNDAMENTALS
Fundamentals
OAANX has more cash in the bank: 1.87B vs. LMCMX (160M). LMCMX pays higher dividends than OAANX: LMCMX (5.90) vs OAANX (1.91). LMCMX was incepted earlier than OAANX: LMCMX (11 years) vs OAANX (20 years). OAANX (1.24) is less costly to investors than LMCMX (1.06). OAANX (43.00) and LMCMX (41.00) have comparable annual turnover. OAANX has a lower initial minimum investment than LMCMX: OAANX (1000) vs LMCMX (1000000). LMCMX annual gain was more profitable for investors over the last year : 11.07 vs. OAANX (2.78). LMCMX return over 5 years is better than : 89.66 vs. OAANX (15.37).
| LMCMX | OAANX | LMCMX / OAANX | |
| Total Expense Ratio | 0.91 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 1.06 | 1.24 | 85% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | -3.700 | 2.598 | -142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 1.87B | 9% |
| Annual Yield % from dividends | 5.90 | 1.91 | 309% |
| Returns for 1 year | 11.07 | 2.78 | 399% |
| Returns for 3 years | 29.49 | 14.03 | 210% |
| Returns for 5 years | 89.66 | 15.37 | 583% |
| Returns for 10 years | 50.00 | 21.29 | 235% |