Interact to see
Advertisement
Advertisement
LMCJX vs OAANX
LMCJX vs OAANX Comparison
Open Charts LMCJX vs OAANX
Invesco Active Allocation R
Price$15.22
Change-$0.23 (-1.49%)
VolumeN/A
Net Assets1.96B
LMCJX vs OAANX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMCJX vs. OAANX commentary
Nov 14, 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 LMCJX is a Buy and OAANX is a Hold.
FUNDAMENTALS
Fundamentals
OAANX has more cash in the bank: 1.97B vs. LMCJX (161M). LMCJX pays higher dividends than OAANX: LMCJX (4.34) vs OAANX (1.66). LMCJX was incepted earlier than OAANX: LMCJX (12 years) vs OAANX (21 years). LMCJX (1.38) is less costly to investors than OAANX (1.24). OAANX is a more actively managed with annual turnover of: 43.00 vs. LMCJX (38.00). LMCJX (1000) and OAANX (1000) have matching initial minimum investment requirements. OAANX annual gain was more profitable for investors over the last year : 8.56 vs. LMCJX (1.29). LMCJX return over 5 years is better than : 63.83 vs. OAANX (7.37).
| LMCJX | OAANX | LMCJX / OAANX | |
| Total Expense Ratio | 1.23 | 1.24 | 99% |
| Annual Report Gross Expense Ratio | 1.38 | 1.24 | 111% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 4.928 | 14.699 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 1.97B | 8% |
| Annual Yield % from dividends | 4.34 | 1.66 | 261% |
| Returns for 1 year | 1.29 | 8.56 | 15% |
| Returns for 3 years | 49.76 | 29.63 | 168% |
| Returns for 5 years | 63.83 | 7.37 | 866% |
| Returns for 10 years | 101.46 | 44.96 | 226% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers