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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
Jul 14, 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 StrongBuy and LVOSX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. LVOSX (1.14B). FSMAX pays higher dividends than LVOSX: FSMAX (0.48) vs LVOSX (0.20). 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 : 24.38 vs. LVOSX (10.12). FSMAX return over 5 years is better than : 39.12 vs. LVOSX (-7.22).
| 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 | 15.913 | 13.486 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 1.14B | 3,819% |
| Annual Yield % from dividends | 0.48 | 0.20 | 236% |
| Returns for 1 year | 24.38 | 10.12 | 241% |
| Returns for 3 years | 63.28 | 19.17 | 330% |
| Returns for 5 years | 39.12 | -7.22 | -541% |
| Returns for 10 years | 139.20 | 6.56 | 2,122% |
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