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FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
FMDRX vs LSVFX Comparison Chart in %
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FMDRX vs. LSVFX commentary
Sep 13, 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 FMDRX is a Hold and LSVFX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.28B vs. LSVFX (11.4M). LSVFX pays higher dividends than FMDRX: LSVFX (2.61) vs FMDRX (1.71). FMDRX was incepted earlier than LSVFX: FMDRX (13 years) vs LSVFX (12 years). LSVFX (1.75) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 42.28 vs. LSVFX (22.00). LSVFX has a lower initial minimum investment than FMDRX: LSVFX (100000) vs FMDRX (1000000). LSVFX annual gain was more profitable for investors over the last year : 15.14 vs. FMDRX (2.41). LSVFX return over 5 years is better than : 34.10 vs. FMDRX (11.47).
| FMDRX | LSVFX | FMDRX / LSVFX | |
| Total Expense Ratio | 0.89 | 0.75 | 119% |
| Annual Report Gross Expense Ratio | 0.89 | 1.75 | 51% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 6.706 | 18.609 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 11.4M | 81,368% |
| Annual Yield % from dividends | 1.71 | 2.61 | 65% |
| Returns for 1 year | 2.41 | 15.14 | 16% |
| Returns for 3 years | 18.27 | 31.39 | 58% |
| Returns for 5 years | 11.47 | 34.10 | 34% |
| Returns for 10 years | 25.88 | 77.97 | 33% |
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