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LOTAX vs QMHRX
LOTAX vs QMHRX Comparison Chart
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LOTAX vs. QMHRX commentary
Jun 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: 613M vs. LOTAX (286M). LOTAX pays higher dividends than QMHRX: LOTAX (5.30) vs QMHRX (2.28). 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 : 2.28 vs. LOTAX (-16.56). QMHRX return over 5 years is better than : 75.92 vs. LOTAX (14.44).
| 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 | -7.847 | 5.232 | -150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 613M | 47% |
| Annual Yield % from dividends | 5.30 | 2.28 | 233% |
| Returns for 1 year | -16.56 | 2.28 | -727% |
| Returns for 3 years | -26.36 | 19.44 | -136% |
| Returns for 5 years | 14.44 | 75.92 | 19% |
| Returns for 10 years | -3.75 | 23.04 | -16% |
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