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
Jun 04, 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: 42.7B vs. LVOSX (1.11B). 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 : 30.51 vs. LVOSX (11.87). FSMAX return over 5 years is better than : 37.00 vs. LVOSX (-12.07).
| 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 | 13.668 | 9.177 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.11B | 3,850% |
| Annual Yield % from dividends | 0.50 | 0.21 | 236% |
| Returns for 1 year | 30.51 | 11.87 | 257% |
| Returns for 3 years | 71.53 | 21.40 | 334% |
| Returns for 5 years | 37.00 | -12.07 | -307% |
| Returns for 10 years | 141.36 | 4.81 | 2,941% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers