LOTAX
Price
$11.12
Change
-$0.13 (-1.16%)
Updated
Oct 17 closing price
Net Assets
304.09M
LOTCX
Price
$10.38
Change
-$0.12 (-1.14%)
Updated
Oct 17 closing price
Net Assets
304.09M
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LOTAX vs LOTCX

Header iconLOTAX vs LOTCX Comparison
Open Charts LOTAX vs LOTCXBanner chart's image
LoCorr Market Trend A
Price$11.12
Change-$0.13 (-1.16%)
VolumeN/A
Net Assets304.09M
LoCorr Market Trend C
Price$10.38
Change-$0.12 (-1.14%)
VolumeN/A
Net Assets304.09M
LOTAX vs LOTCX Comparison Chart in %
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LOTAX vs. LOTCX commentary
Oct 18, 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.

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FUNDAMENTALS
Fundamentals
LOTAX (304M) and LOTCX (304M) have equal amount of cash in the bank . LOTCX pays higher dividends than LOTAX: LOTCX (5.56) vs LOTAX (4.85). LOTAX was incepted earlier than LOTCX: LOTAX (11 years) vs LOTCX (11 years). LOTCX (2.77) is less costly to investors than LOTAX (2.02). LOTAX (140.00) and LOTCX (140.00) have comparable annual turnover. LOTAX (2500) and LOTCX (2500) have matching initial minimum investment requirements. LOTAX annual gain was more profitable for investors over the last year : 4.38 vs. LOTCX (3.65). LOTAX return over 5 years is better than : 18.92 vs. LOTCX (13.88).
LOTAXLOTCXLOTAX / LOTCX
Total Expense Ratio2.022.7773%
Annual Report Gross Expense Ratio2.022.7773%
Fund Existence11 years11 years-
Gain YTD2.6462.041130%
Front Load6%N/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets304M304M100%
Annual Yield % from dividends4.855.5687%
Returns for 1 year4.383.65120%
Returns for 3 years-21.37-23.5891%
Returns for 5 years18.9213.88136%
Returns for 10 years11.052.47447%
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