Interact to see
Advertisement
Advertisement
LOTCX vs PQTAX
LOTCX vs PQTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LOTCX vs. PQTAX commentary
May 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 LOTCX is a Hold and PQTAX is a Hold.
FUNDAMENTALS
Fundamentals
PQTAX has more cash in the bank: 2.01B vs. LOTCX (289M). LOTCX pays higher dividends than PQTAX: LOTCX (6.00) vs PQTAX (0.00). LOTCX was incepted earlier than PQTAX: LOTCX (11 years) vs PQTAX (11 years). PQTAX (2.97) is less costly to investors than LOTCX (2.77). PQTAX is a more actively managed with annual turnover of: 637.00 vs. LOTCX (140.00). PQTAX has a lower initial minimum investment than LOTCX: PQTAX (1000) vs LOTCX (2500). PQTAX annual gain was more profitable for investors over the last year : -14.98 vs. LOTCX (-18.90). PQTAX return over 5 years is better than : 3.81 vs. LOTCX (3.45).
| LOTCX | PQTAX | LOTCX / PQTAX | |
| Total Expense Ratio | 2.77 | 2.76 | 100% |
| Annual Report Gross Expense Ratio | 2.77 | 2.97 | 93% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -8.358 | -10.480 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 2.01B | 14% |
| Annual Yield % from dividends | 6.00 | 0.00 | - |
| Returns for 1 year | -18.90 | -14.98 | 126% |
| Returns for 3 years | -26.36 | -21.08 | 125% |
| Returns for 5 years | 3.45 | 3.81 | 91% |
| Returns for 10 years | -12.73 | 14.22 | -90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EMTL | 42.53 | 0.10 | +0.23% |
| SPDR® DoubleLine® Emerg Mkts Fxd Inc ETF | |||
| RIV | 11.90 | 0.01 | +0.13% |
| RiverNorth Opportunities Fund | |||
| AGGY | 42.72 | 0.03 | +0.07% |
| WisdomTree Yield Enhanced US Aggt Bd ETF | |||
| PDI | 18.37 | 0.01 | +0.05% |
| PIMCO Dynamic Income Fund | |||
| AAPB | 18.50 | -1.24 | -6.28% |
| GraniteShares 2x Long AAPL Daily ETF | |||