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LOTCX vs PQTAX
LOTCX vs PQTAX Comparison Chart
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LOTCX vs. PQTAX commentary
May 01, 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 (331M). LOTCX pays higher dividends than PQTAX: LOTCX (5.68) 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 (2.75). 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 : -13.69 vs. LOTCX (-18.12). PQTAX return over 5 years is better than : 8.07 vs. LOTCX (4.01).
| LOTCX | PQTAX | LOTCX / PQTAX | |
| Total Expense Ratio | 2.75 | 2.76 | 100% |
| Annual Report Gross Expense Ratio | 2.75 | 2.97 | 93% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -7.775 | -7.346 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 2.01B | 16% |
| Annual Yield % from dividends | 5.68 | 0.00 | - |
| Returns for 1 year | -18.12 | -13.69 | 132% |
| Returns for 3 years | -25.95 | -19.19 | 135% |
| Returns for 5 years | 4.01 | 8.07 | 50% |
| Returns for 10 years | -12.25 | 13.95 | -88% |
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