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LOTAX vs LOTIX
LOTAX vs LOTIX Comparison Chart
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LOTAX vs. LOTIX commentary
May 25, 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 LOTIX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX (289M) and LOTIX (289M) have equal amount of cash in the bank . LOTIX pays higher dividends than LOTAX: LOTIX (6.16) vs LOTAX (5.24). LOTAX was incepted earlier than LOTIX: LOTAX (11 years) vs LOTIX (11 years). LOTAX (2.02) is less costly to investors than LOTIX (1.77). LOTAX (140.00) and LOTIX (140.00) have comparable annual turnover. LOTAX has a lower initial minimum investment than LOTIX: LOTAX (2500) vs LOTIX (100000). LOTIX (-18.13) and LOTAX (-18.35) have marching annual gain over last year. LOTIX return over 5 years is better than : 9.33 vs. LOTAX (7.94).
| LOTAX | LOTIX | LOTAX / LOTIX | |
| Total Expense Ratio | 2.02 | 1.77 | 114% |
| Annual Report Gross Expense Ratio | 2.02 | 1.77 | 114% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -8.120 | -8.037 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 289M | 100% |
| Annual Yield % from dividends | 5.24 | 6.16 | 85% |
| Returns for 1 year | -18.35 | -18.13 | 101% |
| Returns for 3 years | -24.25 | -23.61 | 103% |
| Returns for 5 years | 7.94 | 9.33 | 85% |
| Returns for 10 years | -5.40 | -3.03 | 178% |
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