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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. LVOOX (1.15B). FSMAX pays higher dividends than LVOOX: FSMAX (0.50) vs LVOOX (0.41). 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 : 29.23 vs. LVOOX (16.36). FSMAX return over 5 years is better than : 33.65 vs. LVOOX (-4.13).
| 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 | 15.427 | 13.583 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.15B | 3,703% |
| Annual Yield % from dividends | 0.50 | 0.41 | 123% |
| Returns for 1 year | 29.23 | 16.36 | 179% |
| Returns for 3 years | 73.83 | 29.16 | 253% |
| Returns for 5 years | 33.65 | -4.13 | -814% |
| Returns for 10 years | 153.47 | N/A | - |
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