Interact to see
Advertisement
Advertisement
LOTAX vs QMHRX
LOTAX vs QMHRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LOTAX vs. QMHRX 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 QMHRX is a Hold.
FUNDAMENTALS
Fundamentals
QMHRX has more cash in the bank: 730M vs. LOTAX (285M). LOTAX pays higher dividends than QMHRX: LOTAX (5.14) vs QMHRX (2.22). 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 : 17.22 vs. LOTAX (-3.86). QMHRX return over 5 years is better than : 80.45 vs. LOTAX (9.09).
| 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 | -4.288 | 8.086 | -53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 730M | 39% |
| Annual Yield % from dividends | 5.14 | 2.22 | 232% |
| Returns for 1 year | -3.86 | 17.22 | -22% |
| Returns for 3 years | -22.91 | 19.22 | -119% |
| Returns for 5 years | 9.09 | 80.45 | 11% |
| Returns for 10 years | 0.78 | 23.40 | 3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers