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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
Jun 15, 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: 1.6B vs. LOTAX (379M). LOTAX (1.91) and QMHRX (1.83) have matching dividends . 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 : 36.13 vs. QMHRX (32.87). QMHRX return over 5 years is better than : 114.21 vs. LOTAX (26.82).
| 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 | 21.332 | 15.369 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 1.6B | 24% |
| Annual Yield % from dividends | 1.91 | 1.83 | 104% |
| Returns for 1 year | 36.13 | 32.87 | 110% |
| Returns for 3 years | 18.55 | 55.71 | 33% |
| Returns for 5 years | 26.82 | 114.21 | 23% |
| Returns for 10 years | 34.29 | 68.53 | 50% |
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