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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
Jun 15, 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: 1.6B vs. LOTAX (379M). LOTAX pays higher dividends than QMHIX: LOTAX (1.91) vs QMHIX (1.78). 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 : 36.13 vs. QMHIX (32.82). QMHIX return over 5 years is better than : 112.95 vs. LOTAX (26.82).
| 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 | 21.332 | 15.330 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 1.6B | 24% |
| Annual Yield % from dividends | 1.91 | 1.78 | 107% |
| Returns for 1 year | 36.13 | 32.82 | 110% |
| Returns for 3 years | 18.55 | 55.25 | 34% |
| Returns for 5 years | 26.82 | 112.95 | 24% |
| Returns for 10 years | 34.29 | 66.68 | 51% |
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