Interact to see
Advertisement
Advertisement
FMDRX vs LSVFX
FMDRX vs LSVFX Comparison
Open Charts FMDRX vs LSVFX
FMDRX vs LSVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMDRX vs. LSVFX 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 FMDRX is a Hold and LSVFX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.45B vs. LSVFX (11.2M). LSVFX pays higher dividends than FMDRX: LSVFX (2.67) vs FMDRX (1.74). 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 : 21.13 vs. FMDRX (9.64). LSVFX return over 5 years is better than : 33.13 vs. FMDRX (12.18).
| 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 | 7.424 | 17.254 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45B | 11.2M | 84,411% |
| Annual Yield % from dividends | 1.74 | 2.67 | 65% |
| Returns for 1 year | 9.64 | 21.13 | 46% |
| Returns for 3 years | 17.30 | 28.30 | 61% |
| Returns for 5 years | 12.18 | 33.13 | 37% |
| Returns for 10 years | 27.87 | 73.53 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers