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FSMAX vs LMORX
FSMAX vs LMORX Comparison
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FSMAX vs LMORX Comparison Chart in %
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FSMAX vs. LMORX 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 LMORX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. LMORX (1.96B). FSMAX pays higher dividends than LMORX: FSMAX (0.50) vs LMORX (0.00). FSMAX was incepted earlier than LMORX: FSMAX (15 years) vs LMORX (20 years). LMORX (1.94) is less costly to investors than FSMAX (0.04). LMORX is a more actively managed with annual turnover of: 27.00 vs. FSMAX (23.00). FSMAX (0) and LMORX (0) have matching initial minimum investment requirements. LMORX annual gain was more profitable for investors over the last year : 34.28 vs. FSMAX (29.23). FSMAX return over 5 years is better than : 33.65 vs. LMORX (5.78).
| FSMAX | LMORX | FSMAX / LMORX | |
| Total Expense Ratio | 0.04 | 1.94 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.94 | 2% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 15.427 | 7.152 | 216% |
| 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 | 34.28 | 85% |
| Returns for 3 years | 73.83 | 99.53 | 74% |
| Returns for 5 years | 33.65 | 5.78 | 582% |
| Returns for 10 years | 153.47 | 241.37 | 64% |
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