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LOTAX vs QMHNX
LOTAX vs QMHNX Comparison
Open Charts LOTAX vs QMHNX
LOTAX vs QMHNX Comparison Chart in %
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LOTAX vs. QMHNX 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 QMHNX is a Hold.
FUNDAMENTALS
Fundamentals
QMHNX has more cash in the bank: 1.6B vs. LOTAX (379M). LOTAX pays higher dividends than QMHNX: LOTAX (1.91) vs QMHNX (1.65). LOTAX was incepted earlier than QMHNX: LOTAX (12 years) vs QMHNX (13 years). QMHNX (4.68) is less costly to investors than LOTAX (2.06). QMHNX is a more actively managed with annual turnover of: 455.00 vs. LOTAX (81.00). LOTAX (2500) and QMHNX (2500) have matching initial minimum investment requirements. LOTAX annual gain was more profitable for investors over the last year : 36.13 vs. QMHNX (32.39). QMHNX return over 5 years is better than : 110.30 vs. LOTAX (26.82).
| LOTAX | QMHNX | LOTAX / QMHNX | |
| Total Expense Ratio | 2.06 | 4.67 | 44% |
| Annual Report Gross Expense Ratio | 2.06 | 4.68 | 44% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 21.332 | 15.237 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 1.6B | 24% |
| Annual Yield % from dividends | 1.91 | 1.65 | 116% |
| Returns for 1 year | 36.13 | 32.39 | 112% |
| Returns for 3 years | 18.55 | 54.10 | 34% |
| Returns for 5 years | 26.82 | 110.30 | 24% |
| Returns for 10 years | 34.29 | 62.74 | 55% |
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