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LOTAX vs LOTIX
LOTAX vs LOTIX Comparison Chart
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LOTAX vs. LOTIX commentary
Apr 30, 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 (332M) and LOTIX (332M) have equal amount of cash in the bank . LOTIX pays higher dividends than LOTAX: LOTIX (5.84) vs LOTAX (4.97). LOTAX was incepted earlier than LOTIX: LOTAX (11 years) vs LOTIX (11 years). LOTAX (2.00) is less costly to investors than LOTIX (1.75). LOTAX (77.00) and LOTIX (77.00) have comparable annual turnover. LOTAX has a lower initial minimum investment than LOTIX: LOTAX (2500) vs LOTIX (100000). LOTIX (-18.28) and LOTAX (-18.50) have marching annual gain over last year. LOTIX return over 5 years is better than : 8.74 vs. LOTAX (7.35).
| LOTAX | LOTIX | LOTAX / LOTIX | |
| Total Expense Ratio | 2.00 | 1.75 | 114% |
| Annual Report Gross Expense Ratio | 2.00 | 1.75 | 114% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -7.938 | -7.854 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 332M | 100% |
| Annual Yield % from dividends | 4.97 | 5.84 | 85% |
| Returns for 1 year | -18.50 | -18.28 | 101% |
| Returns for 3 years | -24.10 | -23.46 | 103% |
| Returns for 5 years | 7.35 | 8.74 | 84% |
| Returns for 10 years | -5.29 | -2.84 | 186% |
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