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LOTAX vs QMHNX
LOTAX vs QMHNX Comparison Chart in %
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LOTAX vs. QMHNX 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 QMHNX is a Hold.
FUNDAMENTALS
Fundamentals
QMHNX has more cash in the bank: 730M vs. LOTAX (285M). LOTAX pays higher dividends than QMHNX: LOTAX (5.14) vs QMHNX (1.95). LOTAX was incepted earlier than QMHNX: LOTAX (11 years) vs QMHNX (12 years). QMHNX (4.28) is less costly to investors than LOTAX (2.02). QMHNX is a more actively managed with annual turnover of: 657.00 vs. LOTAX (140.00). LOTAX (2500) and QMHNX (2500) have matching initial minimum investment requirements. QMHNX annual gain was more profitable for investors over the last year : 16.73 vs. LOTAX (-3.86). QMHNX return over 5 years is better than : 77.12 vs. LOTAX (9.09).
| LOTAX | QMHNX | LOTAX / QMHNX | |
| Total Expense Ratio | 2.02 | 4.12 | 49% |
| Annual Report Gross Expense Ratio | 2.02 | 4.28 | 47% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -4.288 | 7.820 | -55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 730M | 39% |
| Annual Yield % from dividends | 5.14 | 1.95 | 263% |
| Returns for 1 year | -3.86 | 16.73 | -23% |
| Returns for 3 years | -22.91 | 17.84 | -128% |
| Returns for 5 years | 9.09 | 77.12 | 12% |
| Returns for 10 years | 0.78 | 19.09 | 4% |
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