Interact to see
Advertisement
Advertisement
LOTAX vs QMHIX
LOTAX vs QMHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LOTAX vs. QMHIX commentary
Aug 09, 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 QMHIX is a Hold.
FUNDAMENTALS
Fundamentals
QMHIX has more cash in the bank: 718M vs. LOTAX (274M). LOTAX pays higher dividends than QMHIX: LOTAX (5.25) vs QMHIX (2.19). LOTAX was incepted earlier than QMHIX: LOTAX (11 years) vs QMHIX (12 years). QMHIX (4.02) is less costly to investors than LOTAX (2.02). QMHIX is a more actively managed with annual turnover of: 657.00 vs. LOTAX (140.00). LOTAX has a lower initial minimum investment than QMHIX: LOTAX (2500) vs QMHIX (5000000). QMHIX annual gain was more profitable for investors over the last year : 17.49 vs. LOTAX (-3.70). QMHIX return over 5 years is better than : 67.66 vs. LOTAX (4.22).
| LOTAX | QMHIX | LOTAX / QMHIX | |
| Total Expense Ratio | 2.02 | 3.87 | 52% |
| Annual Report Gross Expense Ratio | 2.02 | 4.02 | 50% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -7.482 | 5.370 | -139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 718M | 38% |
| Annual Yield % from dividends | 5.25 | 2.19 | 240% |
| Returns for 1 year | -3.70 | 17.49 | -21% |
| Returns for 3 years | -22.36 | 24.48 | -91% |
| Returns for 5 years | 4.22 | 67.66 | 6% |
| Returns for 10 years | -5.20 | 21.96 | -24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers