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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
Aug 23, 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 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 : 23.68 vs. LVOSX (9.66). FSMAX return over 5 years is better than : 40.14 vs. LVOSX (-8.86).
| 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 | 16.937 | 13.318 | 127% |
| 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 | 3,574% |
| Annual Yield % from dividends | 0.50 | 0.21 | 240% |
| Returns for 1 year | 23.68 | 9.66 | 245% |
| Returns for 3 years | 72.74 | 23.18 | 314% |
| Returns for 5 years | 40.14 | -8.86 | -453% |
| Returns for 10 years | 134.49 | 4.71 | 2,856% |
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