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FSMAX vs LVOPX
FSMAX vs LVOPX Comparison
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FSMAX vs LVOPX Comparison Chart in %
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FSMAX vs. LVOPX commentary
Jun 21, 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 LVOPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. LVOPX (1.15B). FSMAX pays higher dividends than LVOPX: FSMAX (0.50) vs LVOPX (0.04). FSMAX was incepted earlier than LVOPX: FSMAX (15 years) vs LVOPX (20 years). LVOPX (1.36) is less costly to investors than FSMAX (0.04). LVOPX is a more actively managed with annual turnover of: 36.00 vs. FSMAX (23.00). FSMAX (0) and LVOPX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 30.22 vs. LVOPX (14.73). FSMAX return over 5 years is better than : 38.58 vs. LVOPX (-7.39).
| FSMAX | LVOPX | FSMAX / LVOPX | |
| Total Expense Ratio | 0.04 | 1.36 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.36 | 3% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 15.556 | 13.279 | 117% |
| 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 | 3,729% |
| Annual Yield % from dividends | 0.50 | 0.04 | 1,343% |
| Returns for 1 year | 30.22 | 14.73 | 205% |
| Returns for 3 years | 67.14 | 22.33 | 301% |
| Returns for 5 years | 38.58 | -7.39 | -522% |
| Returns for 10 years | 146.90 | 6.21 | 2,367% |
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