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LOTAX vs LOTIX
LOTAX vs LOTIX Comparison Chart in %
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LOTAX vs. LOTIX commentary
Aug 02, 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 (275M) and LOTIX (275M) have equal amount of cash in the bank . LOTIX pays higher dividends than LOTAX: LOTIX (6.16) vs LOTAX (5.25). 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 (-9.85) and LOTAX (-10.06) have marching annual gain over last year. LOTIX return over 5 years is better than : 7.22 vs. LOTAX (5.73).
| 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 | -7.482 | -7.306 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 275M | 100% |
| Annual Yield % from dividends | 5.25 | 6.16 | 85% |
| Returns for 1 year | -10.06 | -9.85 | 102% |
| Returns for 3 years | -22.15 | -21.47 | 103% |
| Returns for 5 years | 5.73 | 7.22 | 79% |
| Returns for 10 years | -4.29 | -1.80 | 239% |
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