FSMAX
Price
$116.27
Change
+$0.62 (+0.54%)
Updated
Jun 25 closing price
Net Assets
42.73B
LBGIX
Price
$45.68
Change
+$0.22 (+0.48%)
Updated
Jun 25 closing price
Net Assets
279.81M
Interact to see
Advertisement

FSMAX vs LBGIX

FSMAX vs LBGIX Comparison Chart in %
View a ticker or compare two or three
VS
FSMAX vs. LBGIX commentary
Jun 26, 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 FSMAX is a Hold and LBGIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. LBGIX (280M). FSMAX pays higher dividends than LBGIX: FSMAX (0.50) vs LBGIX (0.00). FSMAX was incepted earlier than LBGIX: FSMAX (15 years) vs LBGIX (16 years). LBGIX (0.95) is less costly to investors than FSMAX (0.04). LBGIX is a more actively managed with annual turnover of: 32.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than LBGIX: FSMAX (0) vs LBGIX (1000000). FSMAX annual gain was more profitable for investors over the last year : 27.92 vs. LBGIX (-0.92). FSMAX return over 5 years is better than : 32.43 vs. LBGIX (6.29).
FSMAXLBGIXFSMAX / LBGIX
Total Expense Ratio0.040.854%
Annual Report Gross Expense Ratio0.040.954%
Fund Existence15 years16 years-
Gain YTD14.8804.916303%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets42.7B280M15,250%
Annual Yield % from dividends0.500.00-
Returns for 1 year27.92-0.92-3,050%
Returns for 3 years72.6036.03202%
Returns for 5 years32.436.29516%
Returns for 10 years160.27111.64144%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PTMCX19.42N/A
N/A
PGIM Quant Solutions Large-Cap Cor Eq C
BOPAX24.68N/A
N/A
Sterling Capital Special Opps A
PWDAX11.90N/A
N/A
DF Tactical Dividend Fund A
MGGLX32.91N/A
N/A
Morgan Stanley Inst Global Opp L
JDVNX29.03N/A
N/A
JHancock Disciplined Value NAV