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LOTAX vs QMHRX
LOTAX vs QMHRX Comparison
Open Charts LOTAX vs QMHRX
LOTAX vs QMHRX Comparison Chart in %
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LOTAX vs. QMHRX commentary
Sep 13, 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 QMHRX is a Hold.
FUNDAMENTALS
Fundamentals
QMHRX has more cash in the bank: 2.05B vs. LOTAX (442M). LOTAX pays higher dividends than QMHRX: LOTAX (1.86) vs QMHRX (1.38). LOTAX was incepted earlier than QMHRX: LOTAX (12 years) vs QMHRX (12 years). QMHRX (4.28) is less costly to investors than LOTAX (2.06). QMHRX is a more actively managed with annual turnover of: 455.00 vs. LOTAX (81.00). LOTAX has a lower initial minimum investment than QMHRX: LOTAX (2500) vs QMHRX (50000000). LOTAX annual gain was more profitable for investors over the last year : 37.84 vs. QMHRX (34.64). QMHRX return over 5 years is better than : 151.54 vs. LOTAX (40.81).
| LOTAX | QMHRX | LOTAX / QMHRX | |
| Total Expense Ratio | 2.06 | 4.27 | 48% |
| Annual Report Gross Expense Ratio | 2.06 | 4.28 | 48% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 29.883 | 24.368 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 2.05B | 22% |
| Annual Yield % from dividends | 1.86 | 1.38 | 135% |
| Returns for 1 year | 37.84 | 34.64 | 109% |
| Returns for 3 years | 23.16 | 58.46 | 40% |
| Returns for 5 years | 40.81 | 151.54 | 27% |
| Returns for 10 years | 50.72 | 88.94 | 57% |
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