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LOTAX vs QMHRX
LOTAX vs QMHRX Comparison Chart in %
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LOTAX vs. QMHRX commentary
Oct 24, 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 QMHRX is a Hold.
FUNDAMENTALS
Fundamentals
QMHRX has more cash in the bank: 802M vs. LOTAX (292M). LOTAX pays higher dividends than QMHRX: LOTAX (4.85) vs QMHRX (2.06). LOTAX was incepted earlier than QMHRX: LOTAX (11 years) vs QMHRX (11 years). QMHRX (3.93) is less costly to investors than LOTAX (2.02). QMHRX is a more actively managed with annual turnover of: 657.00 vs. LOTAX (140.00). LOTAX has a lower initial minimum investment than QMHRX: LOTAX (2500) vs QMHRX (50000000). QMHRX annual gain was more profitable for investors over the last year : 20.77 vs. LOTAX (5.78). QMHRX return over 5 years is better than : 85.20 vs. LOTAX (18.60).
| LOTAX | QMHRX | LOTAX / QMHRX | |
| Total Expense Ratio | 2.02 | 3.77 | 54% |
| Annual Report Gross Expense Ratio | 2.02 | 3.93 | 51% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 2.463 | 13.317 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 802M | 36% |
| Annual Yield % from dividends | 4.85 | 2.06 | 235% |
| Returns for 1 year | 5.78 | 20.77 | 28% |
| Returns for 3 years | -22.39 | 14.56 | -154% |
| Returns for 5 years | 18.60 | 85.20 | 22% |
| Returns for 10 years | 9.22 | 31.70 | 29% |
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