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FSMAX vs LVOAX
FSMAX vs LVOAX Comparison
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FSMAX vs LVOAX Comparison Chart in %
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FSMAX vs. LVOAX 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 LVOAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LVOAX (1.12B). FSMAX pays higher dividends than LVOAX: FSMAX (0.50) vs LVOAX (0.20). FSMAX was incepted earlier than LVOAX: FSMAX (15 years) vs LVOAX (21 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 : 20.57 vs. LVOAX (8.20). FSMAX return over 5 years is better than : 33.18 vs. LVOAX (-10.72).
| 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 | 21 years | - |
| Gain YTD | 13.370 | 12.179 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.12B | 3,590% |
| Annual Yield % from dividends | 0.50 | 0.20 | 246% |
| Returns for 1 year | 20.57 | 8.20 | 251% |
| Returns for 3 years | 55.83 | 16.15 | 346% |
| Returns for 5 years | 33.18 | -10.72 | -310% |
| Returns for 10 years | 133.82 | 6.43 | 2,082% |
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