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FSMDX vs LVOAX
FSMDX vs LVOAX Comparison
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FSMDX vs LVOAX Comparison Chart in %
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FSMDX vs. LVOAX commentary
Aug 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 FSMDX is a Hold and LVOAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. LVOAX (1.12B). FSMDX pays higher dividends than LVOAX: FSMDX (0.76) vs LVOAX (0.20). FSMDX was incepted earlier than LVOAX: FSMDX (15 years) vs LVOAX (21 years). LVOAX (1.16) is less costly to investors than FSMDX (0.03). LVOAX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than LVOAX: FSMDX (0) vs LVOAX (1500). FSMDX annual gain was more profitable for investors over the last year : 21.53 vs. LVOAX (9.63). FSMDX return over 5 years is better than : 47.15 vs. LVOAX (-8.86).
| FSMDX | LVOAX | FSMDX / LVOAX | |
| Total Expense Ratio | 0.03 | 1.16 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.16 | 2% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 17.736 | 13.296 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.12B | 4,643% |
| Annual Yield % from dividends | 0.76 | 0.20 | 371% |
| Returns for 1 year | 21.53 | 9.63 | 223% |
| Returns for 3 years | 63.59 | 23.12 | 275% |
| Returns for 5 years | 47.15 | -8.86 | -532% |
| Returns for 10 years | 166.80 | 4.79 | 3,485% |
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