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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
Jul 11, 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 StrongBuy and LVOCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. LVOCX (1.14B). FSMAX pays higher dividends than LVOCX: FSMAX (0.48) 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 : 23.76 vs. LVOCX (6.12). FSMAX return over 5 years is better than : 35.74 vs. LVOCX (-18.82).
| 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 | 16.579 | 12.694 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 1.14B | 3,829% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 23.76 | 6.12 | 389% |
| Returns for 3 years | 65.71 | 12.78 | 514% |
| Returns for 5 years | 35.74 | -18.82 | -190% |
| Returns for 10 years | 140.62 | -12.74 | -1,103% |
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