Interact to see
Advertisement
Advertisement
FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
FSMAX vs LVOOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. LVOOX commentary
Sep 13, 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 LVOOX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LVOOX (1.07B). FSMAX pays higher dividends than LVOOX: FSMAX (0.49) vs LVOOX (0.40). 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 : 13.05 vs. LVOOX (1.84). FSMAX return over 5 years is better than : 32.77 vs. LVOOX (-10.63).
| 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 | 13.370 | 8.508 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.07B | 3,762% |
| Annual Yield % from dividends | 0.49 | 0.40 | 122% |
| Returns for 1 year | 13.05 | 1.84 | 708% |
| Returns for 3 years | 63.92 | 19.33 | 331% |
| Returns for 5 years | 32.77 | -10.63 | -308% |
| Returns for 10 years | 133.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| APHYX | 24.03 | 0.11 | +0.46% |
| Artisan Developing World Institutional | |||
| GTCAX | 27.13 | N/A | N/A |
| Gabelli Global Content & Connect A | |||
| WBIGX | 28.92 | N/A | N/A |
| William Blair International Growth N | |||
| PACOX | 74.73 | N/A | N/A |
| T. Rowe Price U.S. Equity Research Adv | |||
| TEOIX | 13.07 | N/A | N/A |
| Transamerica Emerging Markets Eq I | |||