Interact to see
Advertisement
Advertisement
LOTAX vs RYMZX
LOTAX vs RYMZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LOTAX vs. RYMZX 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 RYMZX is a Hold.
FUNDAMENTALS
Fundamentals
LOTAX has more cash in the bank: 292M vs. RYMZX (22.3M). RYMZX (5.03) and LOTAX (4.85) have matching dividends . LOTAX was incepted earlier than RYMZX: LOTAX (11 years) vs RYMZX (19 years). RYMZX (2.75) is less costly to investors than LOTAX (2.02). LOTAX (2500) and RYMZX (2500) have matching initial minimum investment requirements. RYMZX annual gain was more profitable for investors over the last year : 7.51 vs. LOTAX (5.78). RYMZX return over 5 years is better than : 25.42 vs. LOTAX (18.60).
| LOTAX | RYMZX | LOTAX / RYMZX | |
| Total Expense Ratio | 2.02 | 2.58 | 78% |
| Annual Report Gross Expense Ratio | 2.02 | 2.75 | 73% |
| Fund Existence | 11 years | 19 years | - |
| Gain YTD | 2.463 | 2.981 | 83% |
| Front Load | 6% | N/A | - |
| 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 | 5.03 | 96% |
| Returns for 1 year | 5.78 | 7.51 | 77% |
| Returns for 3 years | -22.39 | -0.90 | 2,480% |
| Returns for 5 years | 18.60 | 25.42 | 73% |
| Returns for 10 years | 9.22 | 8.50 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement