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LOTAX vs LOTIX
LOTAX vs LOTIX Comparison Chart
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LOTAX vs. LOTIX commentary
Jun 16, 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 (285M) and LOTIX (285M) have equal amount of cash in the bank . LOTIX pays higher dividends than LOTAX: LOTIX (6.22) vs LOTAX (5.30). 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 (-14.32) and LOTAX (-14.54) have marching annual gain over last year. LOTIX return over 5 years is better than : 14.54 vs. LOTAX (13.10).
| 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 | -7.847 | -7.763 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 285M | 100% |
| Annual Yield % from dividends | 5.30 | 6.22 | 85% |
| Returns for 1 year | -14.54 | -14.32 | 101% |
| Returns for 3 years | -30.84 | -30.27 | 102% |
| Returns for 5 years | 13.10 | 14.54 | 90% |
| Returns for 10 years | -3.59 | -1.10 | 326% |
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