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FSMAX vs LVOFX
FSMAX vs LVOFX Comparison
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FSMAX vs LVOFX Comparison Chart in %
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FSMAX vs. LVOFX commentary
Jul 25, 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 LVOFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. LVOFX (1.12B). FSMAX pays higher dividends than LVOFX: FSMAX (0.48) vs LVOFX (0.31). FSMAX was incepted earlier than LVOFX: FSMAX (15 years) vs LVOFX (19 years). LVOFX (1.01) is less costly to investors than FSMAX (0.04). LVOFX is a more actively managed with annual turnover of: 36.00 vs. FSMAX (23.00). FSMAX (0) and LVOFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 20.08 vs. LVOFX (8.46). FSMAX return over 5 years is better than : 33.56 vs. LVOFX (-7.72).
| FSMAX | LVOFX | FSMAX / LVOFX | |
| Total Expense Ratio | 0.04 | 1.01 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.01 | 3% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 13.698 | 12.137 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 1.12B | 3,887% |
| Annual Yield % from dividends | 0.48 | 0.31 | 157% |
| Returns for 1 year | 20.08 | 8.46 | 237% |
| Returns for 3 years | 58.16 | 16.80 | 346% |
| Returns for 5 years | 33.56 | -7.72 | -435% |
| Returns for 10 years | 132.04 | 7.95 | 1,661% |
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