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FSMAX vs LVOYX
FSMAX vs LVOYX Comparison
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FSMAX vs LVOYX Comparison Chart in %
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FSMAX vs. LVOYX commentary
Jun 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 Buy and LVOYX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. LVOYX (1.15B). FSMAX pays higher dividends than LVOYX: FSMAX (0.50) vs LVOYX (0.42). FSMAX was incepted earlier than LVOYX: FSMAX (15 years) vs LVOYX (20 years). LVOYX (0.91) is less costly to investors than FSMAX (0.04). LVOYX is a more actively managed with annual turnover of: 36.00 vs. FSMAX (23.00). FSMAX has a lower initial minimum investment than LVOYX: FSMAX (0) vs LVOYX (1000000). FSMAX annual gain was more profitable for investors over the last year : 30.47 vs. LVOYX (16.12). FSMAX return over 5 years is better than : 35.19 vs. LVOYX (-4.92).
| FSMAX | LVOYX | FSMAX / LVOYX | |
| Total Expense Ratio | 0.04 | 0.91 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.91 | 4% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 15.556 | 13.483 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.15B | 3,729% |
| Annual Yield % from dividends | 0.50 | 0.42 | 121% |
| Returns for 1 year | 30.47 | 16.12 | 189% |
| Returns for 3 years | 74.03 | 28.55 | 259% |
| Returns for 5 years | 35.19 | -4.92 | -715% |
| Returns for 10 years | 153.75 | 18.88 | 814% |
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