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LOTAX vs QMHIX
LOTAX vs QMHIX Comparison Chart in %
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LOTAX vs. QMHIX commentary
Sep 10, 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: 737M vs. LOTAX (288M). LOTAX pays higher dividends than QMHIX: LOTAX (5.14) vs QMHIX (2.15). 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 : 17.19 vs. LOTAX (-3.44). QMHIX return over 5 years is better than : 81.27 vs. LOTAX (10.83).
| 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 | -3.193 | 9.069 | -35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 737M | 39% |
| Annual Yield % from dividends | 5.14 | 2.15 | 239% |
| Returns for 1 year | -3.44 | 17.19 | -20% |
| Returns for 3 years | -22.03 | 19.89 | -111% |
| Returns for 5 years | 10.83 | 81.27 | 13% |
| Returns for 10 years | 1.93 | 23.37 | 8% |
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