Interact to see
Advertisement
Advertisement
LOTCX vs PQTAX
LOTCX vs PQTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LOTCX vs. PQTAX commentary
Oct 21, 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 LOTCX is a Hold and PQTAX is a Hold.
FUNDAMENTALS
Fundamentals
PQTAX has more cash in the bank: 1.51B vs. LOTCX (300M). LOTCX pays higher dividends than PQTAX: LOTCX (5.56) vs PQTAX (0.00). LOTCX was incepted earlier than PQTAX: LOTCX (11 years) vs PQTAX (12 years). LOTCX (2.77) is less costly to investors than PQTAX (2.16). PQTAX is a more actively managed with annual turnover of: 919.00 vs. LOTCX (140.00). PQTAX has a lower initial minimum investment than LOTCX: PQTAX (1000) vs LOTCX (2500). LOTCX annual gain was more profitable for investors over the last year : 2.46 vs. PQTAX (2.15). PQTAX return over 5 years is better than : 17.72 vs. LOTCX (12.58).
| LOTCX | PQTAX | LOTCX / PQTAX | |
| Total Expense Ratio | 2.77 | 1.94 | 143% |
| Annual Report Gross Expense Ratio | 2.77 | 2.16 | 128% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 0.875 | -2.057 | -43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 1.51B | 20% |
| Annual Yield % from dividends | 5.56 | 0.00 | - |
| Returns for 1 year | 2.46 | 2.15 | 115% |
| Returns for 3 years | -24.45 | -19.85 | 123% |
| Returns for 5 years | 12.58 | 17.72 | 71% |
| Returns for 10 years | 1.30 | 28.33 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement