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FISAX vs LUSNX
FISAX vs LUSNX Comparison
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FISAX vs LUSNX Comparison Chart in %
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FISAX vs. LUSNX commentary
Sep 11, 2026
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 FISAX is a Hold and LUSNX is a Hold.
FUNDAMENTALS
Fundamentals
LUSNX has more cash in the bank: 16.7B vs. FISAX (414M). FISAX pays higher dividends than LUSNX: FISAX (4.22) vs LUSNX (4.01). FISAX was incepted earlier than LUSNX: FISAX (39 years) vs LUSNX (7 years). FISAX (0.99) is less costly to investors than LUSNX (0.54). LUSNX is a more actively managed with annual turnover of: 72.00 vs. FISAX (14.82). FISAX initial investment is less costly to investors than LUSNX (2%) vs LUSNX (2%). FISAX has a lower initial minimum investment than LUSNX: FISAX (1000) vs LUSNX (1500). LUSNX annual gain was more profitable for investors over the last year : 3.00 vs. FISAX (2.63). LUSNX return over 5 years is better than : 18.48 vs. FISAX (11.97).
| FISAX | LUSNX | FISAX / LUSNX | |
| Total Expense Ratio | 0.84 | 0.54 | 156% |
| Annual Report Gross Expense Ratio | 0.99 | 0.54 | 183% |
| Fund Existence | 39 years | 7 years | - |
| Gain YTD | 1.501 | 1.560 | 96% |
| Front Load | 2% | 2% | 150% |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 16.7B | 2% |
| Annual Yield % from dividends | 4.22 | 4.01 | 105% |
| Returns for 1 year | 2.63 | 3.00 | 88% |
| Returns for 3 years | 14.51 | 15.11 | 96% |
| Returns for 5 years | 11.97 | 18.48 | 65% |
| Returns for 10 years | 17.08 | N/A | - |
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