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FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
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FSMAX vs LVOSX Comparison Chart in %
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FSMAX vs. LVOSX 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 LVOSX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. LVOSX (1.15B). 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 : 29.23 vs. LVOSX (15.38). FSMAX return over 5 years is better than : 33.65 vs. LVOSX (-7.74).
| 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 | 15.427 | 13.374 | 115% |
| 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 | 0.21 | 236% |
| Returns for 1 year | 29.23 | 15.38 | 190% |
| Returns for 3 years | 73.83 | 26.54 | 278% |
| Returns for 5 years | 33.65 | -7.74 | -435% |
| Returns for 10 years | 153.47 | 12.62 | 1,217% |
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