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FSMAX vs LMOFX
FSMAX vs LMOFX Comparison
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FSMAX vs LMOFX Comparison Chart in %
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FSMAX vs. LMOFX commentary
Jun 24, 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 LMOFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. LMOFX (1.96B). FSMAX pays higher dividends than LMOFX: FSMAX (0.50) vs LMOFX (0.00). FSMAX was incepted earlier than LMOFX: FSMAX (15 years) vs LMOFX (22 years). LMOFX (1.74) is less costly to investors than FSMAX (0.04). LMOFX is a more actively managed with annual turnover of: 27.00 vs. FSMAX (23.00). FSMAX (0) and LMOFX (0) have matching initial minimum investment requirements. LMOFX annual gain was more profitable for investors over the last year : 34.54 vs. FSMAX (29.23). FSMAX return over 5 years is better than : 33.65 vs. LMOFX (7.36).
| FSMAX | LMOFX | FSMAX / LMOFX | |
| Total Expense Ratio | 0.04 | 1.74 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.74 | 2% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 15.427 | 7.252 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.96B | 2,182% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 29.23 | 34.54 | 85% |
| Returns for 3 years | 73.83 | 100.78 | 73% |
| Returns for 5 years | 33.65 | 7.36 | 457% |
| Returns for 10 years | 153.47 | 250.46 | 61% |
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