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LOTAX vs RYMFX
LOTAX vs RYMFX Comparison Chart in %
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LOTAX vs. RYMFX commentary
Oct 24, 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 RYMFX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX has more cash in the bank: 292M vs. RYMFX (22.3M). RYMFX (4.96) and LOTAX (4.85) have matching dividends . LOTAX was incepted earlier than RYMFX: LOTAX (11 years) vs RYMFX (19 years). LOTAX (2.02) and RYMFX (2.00) have similar cost to investors . RYMFX has a lower initial minimum investment than LOTAX: RYMFX (0) vs LOTAX (2500). RYMFX annual gain was more profitable for investors over the last year : 8.35 vs. LOTAX (5.78). RYMFX return over 5 years is better than : 30.10 vs. LOTAX (18.60).
| LOTAX | RYMFX | LOTAX / RYMFX | |
| Total Expense Ratio | 2.02 | 1.83 | 110% |
| Annual Report Gross Expense Ratio | 2.02 | 2.00 | 101% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 2.463 | 3.564 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 22.3M | 1,309% |
| Annual Yield % from dividends | 4.85 | 4.96 | 98% |
| Returns for 1 year | 5.78 | 8.35 | 69% |
| Returns for 3 years | -22.39 | 1.28 | -1,752% |
| Returns for 5 years | 18.60 | 30.10 | 62% |
| Returns for 10 years | 9.22 | 17.12 | 54% |
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