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LOTAX vs RYMTX
LOTAX vs RYMTX Comparison Chart in %
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LOTAX vs. RYMTX 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 RYMTX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX has more cash in the bank: 292M vs. RYMTX (22.3M). RYMTX (5.00) and LOTAX (4.85) have matching dividends . LOTAX was incepted earlier than RYMTX: LOTAX (11 years) vs RYMTX (19 years). LOTAX (2.02) and RYMTX (2.02) have similar cost to investors . LOTAX initial investment is less costly to investors than RYMTX (5%) vs RYMTX (5%). LOTAX (2500) and RYMTX (2500) have matching initial minimum investment requirements. RYMTX annual gain was more profitable for investors over the last year : 8.31 vs. LOTAX (5.78). RYMTX return over 5 years is better than : 30.10 vs. LOTAX (18.60).
| LOTAX | RYMTX | LOTAX / RYMTX | |
| Total Expense Ratio | 2.02 | 1.85 | 109% |
| Annual Report Gross Expense Ratio | 2.02 | 2.02 | 100% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 2.463 | 3.541 | 70% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 22.3M | 1,309% |
| Annual Yield % from dividends | 4.85 | 5.00 | 97% |
| Returns for 1 year | 5.78 | 8.31 | 70% |
| Returns for 3 years | -22.39 | 1.27 | -1,767% |
| Returns for 5 years | 18.60 | 30.10 | 62% |
| Returns for 10 years | 9.22 | 16.82 | 55% |
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