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LOTAX vs LOTCX
LOTAX vs LOTCX Comparison Chart
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LOTAX vs. LOTCX commentary
May 07, 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 LOTAX is a Hold and LOTCX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX (329M) and LOTCX (329M) have equal amount of cash in the bank . LOTCX pays higher dividends than LOTAX: LOTCX (6.00) vs LOTAX (5.24). LOTAX was incepted earlier than LOTCX: LOTAX (11 years) vs LOTCX (11 years). LOTCX (2.75) is less costly to investors than LOTAX (2.00). LOTAX (140.00) and LOTCX (140.00) have comparable annual turnover. LOTAX (2500) and LOTCX (2500) have matching initial minimum investment requirements. LOTAX (-15.32) and LOTCX (-15.94) have marching annual gain over last year. LOTAX return over 5 years is better than : 6.95 vs. LOTCX (2.48).
| LOTAX | LOTCX | LOTAX / LOTCX | |
| Total Expense Ratio | 2.00 | 2.75 | 73% |
| Annual Report Gross Expense Ratio | 2.00 | 2.75 | 73% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -8.029 | -8.260 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 329M | 100% |
| Annual Yield % from dividends | 5.24 | 6.00 | 87% |
| Returns for 1 year | -15.32 | -15.94 | 96% |
| Returns for 3 years | -26.22 | -28.29 | 93% |
| Returns for 5 years | 6.95 | 2.48 | 280% |
| Returns for 10 years | -4.17 | -11.66 | 36% |
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