Interact to see
Advertisement
Advertisement
FSMAX vs LVORX
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
FSMAX vs LVORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. LVORX commentary
Sep 15, 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 LVORX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LVORX (1.08B). FSMAX pays higher dividends than LVORX: FSMAX (0.49) vs LVORX (0.00). FSMAX was incepted earlier than LVORX: FSMAX (15 years) vs LVORX (19 years). LVORX (1.41) is less costly to investors than FSMAX (0.04). LVORX is a more actively managed with annual turnover of: 36.00 vs. FSMAX (23.00). FSMAX (0) and LVORX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 14.97 vs. LVORX (1.71). FSMAX return over 5 years is better than : 33.60 vs. LVORX (-15.25).
| FSMAX | LVORX | FSMAX / LVORX | |
| Total Expense Ratio | 0.04 | 1.41 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.41 | 2% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 14.205 | 9.464 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.08B | 3,713% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 14.97 | 1.71 | 873% |
| Returns for 3 years | 66.32 | 16.61 | 399% |
| Returns for 5 years | 33.60 | -15.25 | -220% |
| Returns for 10 years | 133.38 | -0.75 | -17,753% |
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 % |
| IGHAX | 13.17 | 0.02 | +0.15% |
| Voya Global High Dividend Low Vol Port A | |||
| HIAGX | 22.43 | N/A | N/A |
| Hartford Disciplined Equity HLS IA | |||
| CGJAX | 81.79 | N/A | N/A |
| Calvert US Large Cap Growth Rspnb Idx A | |||
| PWDCX | 12.50 | N/A | N/A |
| DF Tactical Dividend Fund C | |||
| GQGIX | 19.52 | N/A | N/A |
| GQG Partners Emerging Markets EquityInst | |||