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LOTAX vs QMHRX
LOTAX vs QMHRX Comparison Chart in %
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LOTAX vs. QMHRX commentary
Jul 07, 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: 640M vs. LOTAX (274M). LOTAX pays higher dividends than QMHRX: LOTAX (5.22) vs QMHRX (2.27). 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 : 1.46 vs. LOTAX (-16.83). QMHRX return over 5 years is better than : 69.21 vs. LOTAX (13.45).
| 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 | -6.843 | 3.805 | -180% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 640M | 43% |
| Annual Yield % from dividends | 5.22 | 2.27 | 230% |
| Returns for 1 year | -16.83 | 1.46 | -1,150% |
| Returns for 3 years | -33.09 | 17.30 | -191% |
| Returns for 5 years | 13.45 | 69.21 | 19% |
| Returns for 10 years | -2.54 | 25.25 | -10% |
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