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LMCLX vs OAAYX
LMCLX vs OAAYX Comparison
Open Charts LMCLX vs OAAYX
Invesco Active Allocation Y
Price$15.72
Change-$0.24 (-1.50%)
VolumeN/A
Net Assets1.96B
LMCLX vs OAAYX Comparison Chart in %
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LMCLX vs. OAAYX 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 LMCLX is a Buy and OAAYX is a Hold.
FUNDAMENTALS
Fundamentals
OAAYX has more cash in the bank: 1.97B vs. LMCLX (161M). LMCLX pays higher dividends than OAAYX: LMCLX (4.85) vs OAAYX (2.05). LMCLX was incepted earlier than OAAYX: LMCLX (12 years) vs OAAYX (21 years). LMCLX (1.13) is less costly to investors than OAAYX (0.74). OAAYX is a more actively managed with annual turnover of: 43.00 vs. LMCLX (38.00). OAAYX has a lower initial minimum investment than LMCLX: OAAYX (1000) vs LMCLX (1000000). OAAYX annual gain was more profitable for investors over the last year : 9.18 vs. LMCLX (1.68). LMCLX return over 5 years is better than : 65.69 vs. OAAYX (10.82).
| LMCLX | OAAYX | LMCLX / OAAYX | |
| Total Expense Ratio | 0.97 | 0.74 | 131% |
| Annual Report Gross Expense Ratio | 1.13 | 0.74 | 153% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 5.276 | 15.235 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 1.97B | 8% |
| Annual Yield % from dividends | 4.85 | 2.05 | 236% |
| Returns for 1 year | 1.68 | 9.18 | 18% |
| Returns for 3 years | 51.06 | 31.87 | 160% |
| Returns for 5 years | 65.69 | 10.82 | 607% |
| Returns for 10 years | 106.41 | 52.30 | 203% |
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