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LOTAX vs LOTIX
LOTAX vs LOTIX Comparison Chart in %
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LOTAX vs. LOTIX 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 LOTIX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX (304M) and LOTIX (304M) have equal amount of cash in the bank . LOTIX pays higher dividends than LOTAX: LOTIX (5.69) vs LOTAX (4.85). 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 annual gain was more profitable for investors over the last year : 4.76 vs. LOTAX (4.38). LOTIX return over 5 years is better than : 20.57 vs. LOTAX (18.92).
| 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 | 2.646 | 2.922 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 304M | 100% |
| Annual Yield % from dividends | 4.85 | 5.69 | 85% |
| Returns for 1 year | 4.38 | 4.76 | 92% |
| Returns for 3 years | -21.37 | -20.69 | 103% |
| Returns for 5 years | 18.92 | 20.57 | 92% |
| Returns for 10 years | 11.05 | 13.93 | 79% |
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