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LOTAX vs LOTIX
LOTAX vs LOTIX Comparison
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LOTAX vs LOTIX Comparison Chart in %
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LOTAX vs. LOTIX commentary
Sep 13, 2026
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 (442M) and LOTIX (442M) have equal amount of cash in the bank . LOTIX pays higher dividends than LOTAX: LOTIX (2.06) vs LOTAX (1.86). LOTAX was incepted earlier than LOTIX: LOTAX (12 years) vs LOTIX (12 years). LOTAX (2.06) is less costly to investors than LOTIX (1.81). LOTAX (81.00) and LOTIX (81.00) have comparable annual turnover. LOTAX has a lower initial minimum investment than LOTIX: LOTAX (2500) vs LOTIX (100000). LOTIX (37.98) and LOTAX (37.65) have marching annual gain over last year. LOTIX (42.50) and LOTAX (40.62) have equivalent 5 years return.
| LOTAX | LOTIX | LOTAX / LOTIX | |
| Total Expense Ratio | 2.06 | 1.81 | 114% |
| Annual Report Gross Expense Ratio | 2.06 | 1.81 | 114% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 29.703 | 29.910 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 442M | 100% |
| Annual Yield % from dividends | 1.86 | 2.06 | 90% |
| Returns for 1 year | 37.65 | 37.98 | 99% |
| Returns for 3 years | 22.99 | 23.93 | 96% |
| Returns for 5 years | 40.62 | 42.50 | 96% |
| Returns for 10 years | 50.51 | 54.34 | 93% |
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