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LOTCX vs PQTAX
LOTCX vs PQTAX Comparison Chart in %
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LOTCX vs. PQTAX commentary
Sep 08, 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: 1.53B vs. LOTCX (285M). LOTCX pays higher dividends than PQTAX: LOTCX (5.89) 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). PQTAX annual gain was more profitable for investors over the last year : -4.06 vs. LOTCX (-4.69). PQTAX return over 5 years is better than : 12.98 vs. LOTCX (4.60).
| 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 | -4.762 | -5.093 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 1.53B | 19% |
| Annual Yield % from dividends | 5.89 | 0.00 | - |
| Returns for 1 year | -4.69 | -4.06 | 115% |
| Returns for 3 years | -25.31 | -17.38 | 146% |
| Returns for 5 years | 4.60 | 12.98 | 35% |
| Returns for 10 years | -5.78 | 22.13 | -26% |
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