Interact to see
Advertisement
Advertisement
FSMAX vs LVOAX
FSMAX vs LVOAX Comparison
Open Charts FSMAX vs LVOAX
FSMAX vs LVOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. LVOAX commentary
Jun 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 Buy and LVOAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. LVOAX (1.15B). FSMAX pays higher dividends than LVOAX: FSMAX (0.50) vs LVOAX (0.21). FSMAX was incepted earlier than LVOAX: FSMAX (15 years) vs LVOAX (20 years). LVOAX (1.16) is less costly to investors than FSMAX (0.04). LVOAX is a more actively managed with annual turnover of: 36.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than LVOAX: FSMAX (0) vs LVOAX (1500). FSMAX annual gain was more profitable for investors over the last year : 30.47 vs. LVOAX (15.41). FSMAX return over 5 years is better than : 35.19 vs. LVOAX (-7.69).
| FSMAX | LVOAX | FSMAX / LVOAX | |
| Total Expense Ratio | 0.04 | 1.16 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.16 | 3% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 15.556 | 13.408 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.15B | 3,729% |
| Annual Yield % from dividends | 0.50 | 0.21 | 242% |
| Returns for 1 year | 30.47 | 15.41 | 198% |
| Returns for 3 years | 74.03 | 26.53 | 279% |
| Returns for 5 years | 35.19 | -7.69 | -457% |
| Returns for 10 years | 153.75 | 12.75 | 1,206% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers