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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
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FSMAX vs LVOOX Comparison Chart in %
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FSMAX vs. LVOOX commentary
Jul 14, 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 LVOOX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. LVOOX (1.14B). FSMAX pays higher dividends than LVOOX: FSMAX (0.48) vs LVOOX (0.39). FSMAX was incepted earlier than LVOOX: FSMAX (15 years) vs LVOOX (9 years). LVOOX (0.84) is less costly to investors than FSMAX (0.04). LVOOX is a more actively managed with annual turnover of: 36.00 vs. FSMAX (23.00). FSMAX (0) and LVOOX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 24.38 vs. LVOOX (11.06). FSMAX return over 5 years is better than : 39.12 vs. LVOOX (-3.55).
| FSMAX | LVOOX | FSMAX / LVOOX | |
| Total Expense Ratio | 0.04 | 0.84 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.84 | 4% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 15.913 | 13.737 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 1.14B | 3,819% |
| Annual Yield % from dividends | 0.48 | 0.39 | 124% |
| Returns for 1 year | 24.38 | 11.06 | 220% |
| Returns for 3 years | 63.28 | 21.68 | 292% |
| Returns for 5 years | 39.12 | -3.55 | -1,102% |
| Returns for 10 years | 139.20 | N/A | - |
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