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LOTAX vs QMHIX
LOTAX vs QMHIX Comparison
Open Charts LOTAX vs QMHIX
LOTAX vs QMHIX Comparison Chart in %
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LOTAX vs. QMHIX 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 QMHIX is a Hold.
FUNDAMENTALS
Fundamentals
QMHIX has more cash in the bank: 2.05B vs. LOTAX (442M). LOTAX pays higher dividends than QMHIX: LOTAX (1.86) vs QMHIX (1.34). LOTAX was incepted earlier than QMHIX: LOTAX (12 years) vs QMHIX (13 years). QMHIX (4.41) is less costly to investors than LOTAX (2.06). QMHIX is a more actively managed with annual turnover of: 455.00 vs. LOTAX (81.00). LOTAX has a lower initial minimum investment than QMHIX: LOTAX (2500) vs QMHIX (5000000). LOTAX annual gain was more profitable for investors over the last year : 37.84 vs. QMHIX (34.48). QMHIX return over 5 years is better than : 150.37 vs. LOTAX (40.81).
| LOTAX | QMHIX | LOTAX / QMHIX | |
| Total Expense Ratio | 2.06 | 4.41 | 47% |
| Annual Report Gross Expense Ratio | 2.06 | 4.41 | 47% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 29.883 | 24.264 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 2.05B | 22% |
| Annual Yield % from dividends | 1.86 | 1.34 | 138% |
| Returns for 1 year | 37.84 | 34.48 | 110% |
| Returns for 3 years | 23.16 | 58.06 | 40% |
| Returns for 5 years | 40.81 | 150.37 | 27% |
| Returns for 10 years | 50.72 | 86.77 | 58% |
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