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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
Sep 10, 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 LVOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LVOFX (1.09B). FSMAX pays higher dividends than LVOFX: FSMAX (0.49) vs LVOFX (0.32). 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 : 17.20 vs. LVOFX (5.57). FSMAX return over 5 years is better than : 35.70 vs. LVOFX (-10.43).
| 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 | 15.874 | 10.849 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.09B | 3,669% |
| Annual Yield % from dividends | 0.49 | 0.32 | 155% |
| Returns for 1 year | 17.20 | 5.57 | 309% |
| Returns for 3 years | 67.96 | 20.54 | 331% |
| Returns for 5 years | 35.70 | -10.43 | -342% |
| Returns for 10 years | 137.32 | 8.03 | 1,711% |
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