FSMAX
Price
$117.72
Change
-$1.39 (-1.17%)
Updated
Aug 20 closing price
Net Assets
40.08B
LGORX
Price
$27.17
Change
+$0.20 (+0.74%)
Updated
Aug 21 closing price
Net Assets
796.76M
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FSMAX vs LGORX

FSMAX vs LGORX Comparison Chart in %
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FSMAX vs. LGORX commentary
Aug 23, 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 LGORX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LGORX (797M). FSMAX pays higher dividends than LGORX: FSMAX (0.50) vs LGORX (0.00). FSMAX was incepted earlier than LGORX: FSMAX (15 years) vs LGORX (19 years). LGORX (1.36) is less costly to investors than FSMAX (0.04). LGORX is a more actively managed with annual turnover of: 100.00 vs. FSMAX (23.00). FSMAX (0) and LGORX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 23.68 vs. LGORX (1.65). FSMAX return over 5 years is better than : 40.14 vs. LGORX (-9.37).
FSMAXLGORXFSMAX / LGORX
Total Expense Ratio0.041.213%
Annual Report Gross Expense Ratio0.041.363%
Fund Existence15 years19 years-
Gain YTD16.9379.645176%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets40.1B797M5,031%
Annual Yield % from dividends0.500.00-
Returns for 1 year23.681.651,439%
Returns for 3 years72.7460.39120%
Returns for 5 years40.14-9.37-428%
Returns for 10 years134.4942.77314%
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