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FSMAX vs LCMIX
FSMAX vs LCMIX Comparison
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FSMAX vs LCMIX Comparison Chart in %
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FSMAX vs. LCMIX commentary
Aug 03, 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 Buy and LCMIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LCMIX (272M). FSMAX pays higher dividends than LCMIX: FSMAX (0.50) vs LCMIX (0.00). FSMAX was incepted earlier than LCMIX: FSMAX (15 years) vs LCMIX (13 years). LCMIX (0.85) is less costly to investors than FSMAX (0.04). LCMIX is a more actively managed with annual turnover of: 32.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than LCMIX: FSMAX (0) vs LCMIX (1000000). FSMAX annual gain was more profitable for investors over the last year : 20.57 vs. LCMIX (-5.41). FSMAX return over 5 years is better than : 33.18 vs. LCMIX (1.90).
| FSMAX | LCMIX | FSMAX / LCMIX | |
| Total Expense Ratio | 0.04 | 0.75 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.85 | 4% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 13.370 | 3.111 | 430% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 272M | 14,743% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 20.57 | -5.41 | -380% |
| Returns for 3 years | 55.83 | 24.71 | 226% |
| Returns for 5 years | 33.18 | 1.90 | 1,747% |
| Returns for 10 years | 133.82 | 89.29 | 150% |
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