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FSMAX vs LVOCX
FSMAX vs LVOCX Comparison
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FSMAX vs LVOCX Comparison Chart in %
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FSMAX vs. LVOCX 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 LVOCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LVOCX (1.12B). FSMAX pays higher dividends than LVOCX: FSMAX (0.50) vs LVOCX (0.00). FSMAX was incepted earlier than LVOCX: FSMAX (15 years) vs LVOCX (21 years). LVOCX (1.91) is less costly to investors than FSMAX (0.04). LVOCX is a more actively managed with annual turnover of: 36.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than LVOCX: FSMAX (0) vs LVOCX (1500). FSMAX annual gain was more profitable for investors over the last year : 23.68 vs. LVOCX (6.93). FSMAX return over 5 years is better than : 40.14 vs. LVOCX (-18.68).
| FSMAX | LVOCX | FSMAX / LVOCX | |
| Total Expense Ratio | 0.04 | 1.91 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.91 | 2% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 16.937 | 12.768 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.12B | 3,574% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 23.68 | 6.93 | 342% |
| Returns for 3 years | 72.74 | 15.85 | 459% |
| Returns for 5 years | 40.14 | -18.68 | -215% |
| Returns for 10 years | 134.49 | -14.35 | -937% |
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