Interact to see
Advertisement
Advertisement
FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
Open Charts FSMAX vs LVOSX
FSMAX vs LVOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. LVOSX commentary
Aug 03, 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 LVOSX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LVOSX (1.12B). FSMAX pays higher dividends than LVOSX: FSMAX (0.50) vs LVOSX (0.21). FSMAX was incepted earlier than LVOSX: FSMAX (15 years) vs LVOSX (11 years). LVOSX (1.16) is less costly to investors than FSMAX (0.04). LVOSX is a more actively managed with annual turnover of: 36.00 vs. FSMAX (23.00). FSMAX (0) and LVOSX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 20.57 vs. LVOSX (8.17). FSMAX return over 5 years is better than : 33.18 vs. LVOSX (-10.76).
| FSMAX | LVOSX | FSMAX / LVOSX | |
| Total Expense Ratio | 0.04 | 1.16 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.16 | 3% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 13.370 | 12.143 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.12B | 3,590% |
| Annual Yield % from dividends | 0.50 | 0.21 | 240% |
| Returns for 1 year | 20.57 | 8.17 | 252% |
| Returns for 3 years | 55.83 | 16.06 | 348% |
| Returns for 5 years | 33.18 | -10.76 | -308% |
| Returns for 10 years | 133.82 | 6.29 | 2,126% |
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 % |
| GTCCX | 31.62 | 0.45 | +1.44% |
| Gabelli Global Content & Connect C | |||
| TEOOX | 12.99 | 0.15 | +1.17% |
| Transamerica Emerging Markets Eq R6 | |||
| JDVWX | 29.35 | 0.23 | +0.79% |
| JHancock Disciplined Value R6 | |||
| ALPAX | 11.86 | 0.03 | +0.25% |
| American Century Focused Lg Cap Val A | |||
| SSLCX | 58.19 | 0.10 | +0.17% |
| DWS Small Cap Core S | |||