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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
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FSMAX vs LVOTX Comparison Chart in %
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FSMAX vs. LVOTX 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 LVOTX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LVOTX (1.12B). FSMAX pays higher dividends than LVOTX: FSMAX (0.50) vs LVOTX (0.41). FSMAX was incepted earlier than LVOTX: FSMAX (15 years) vs LVOTX (11 years). LVOTX (0.91) is less costly to investors than FSMAX (0.04). LVOTX is a more actively managed with annual turnover of: 36.00 vs. FSMAX (23.00). FSMAX (0) and LVOTX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 20.57 vs. LVOTX (8.93). FSMAX return over 5 years is better than : 33.18 vs. LVOTX (-7.98).
| FSMAX | LVOTX | FSMAX / LVOTX | |
| Total Expense Ratio | 0.04 | 0.91 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.91 | 4% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 13.370 | 12.324 | 108% |
| 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 | 0.41 | 124% |
| Returns for 1 year | 20.57 | 8.93 | 230% |
| Returns for 3 years | 55.83 | 18.00 | 310% |
| Returns for 5 years | 33.18 | -7.98 | -416% |
| Returns for 10 years | 133.82 | 12.34 | 1,084% |
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