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LOTIX vs PQTAX
LOTIX vs PQTAX Comparison Chart
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LOTIX vs. PQTAX commentary
Apr 30, 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 LOTIX is a Hold and PQTAX is a Hold.
FUNDAMENTALS
Fundamentals
PQTAX has more cash in the bank: 2.01B vs. LOTIX (332M). LOTIX pays higher dividends than PQTAX: LOTIX (5.84) vs PQTAX (0.00). LOTIX was incepted earlier than PQTAX: LOTIX (11 years) vs PQTAX (11 years). PQTAX (2.97) is less costly to investors than LOTIX (1.75). PQTAX is a more actively managed with annual turnover of: 637.00 vs. LOTIX (140.00). PQTAX has a lower initial minimum investment than LOTIX: PQTAX (1000) vs LOTIX (100000). PQTAX annual gain was more profitable for investors over the last year : -13.69 vs. LOTIX (-17.24). LOTIX return over 5 years is better than : 10.09 vs. PQTAX (8.07).
| LOTIX | PQTAX | LOTIX / PQTAX | |
| Total Expense Ratio | 1.75 | 2.76 | 63% |
| Annual Report Gross Expense Ratio | 1.75 | 2.97 | 59% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -7.397 | -7.346 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 2.01B | 17% |
| Annual Yield % from dividends | 5.84 | 0.00 | - |
| Returns for 1 year | -17.24 | -13.69 | 126% |
| Returns for 3 years | -23.08 | -19.19 | 120% |
| Returns for 5 years | 10.09 | 8.07 | 125% |
| Returns for 10 years | -2.36 | 13.95 | -17% |
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