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FMDRX vs LVAFX
FMDRX vs LVAFX Comparison
Open Charts FMDRX vs LVAFX
FMDRX vs LVAFX Comparison Chart in %
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FMDRX vs. LVAFX commentary
Jun 24, 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 LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.98B vs. LVAFX (10.4M). LVAFX pays higher dividends than FMDRX: LVAFX (2.50) vs FMDRX (1.82). FMDRX was incepted earlier than LVAFX: FMDRX (13 years) vs LVAFX (12 years). LVAFX (2.00) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 42.28 vs. LVAFX (22.00). LVAFX has a lower initial minimum investment than FMDRX: LVAFX (1000) vs FMDRX (1000000). LVAFX annual gain was more profitable for investors over the last year : 14.10 vs. FMDRX (2.64). LVAFX return over 5 years is better than : 24.62 vs. FMDRX (4.32).
| FMDRX | LVAFX | FMDRX / LVAFX | |
| Total Expense Ratio | 0.89 | 1.00 | 89% |
| Annual Report Gross Expense Ratio | 0.89 | 2.00 | 45% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 0.437 | 9.920 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 10.4M | 86,298% |
| Annual Yield % from dividends | 1.82 | 2.50 | 73% |
| Returns for 1 year | 2.64 | 14.10 | 19% |
| Returns for 3 years | 15.24 | 23.66 | 64% |
| Returns for 5 years | 4.32 | 24.62 | 18% |
| Returns for 10 years | 24.77 | 68.15 | 36% |
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