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FSMDX vs LVOAX
FSMDX vs LVOAX Comparison
Open Charts FSMDX vs LVOAX
FSMDX vs LVOAX Comparison Chart in %
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FSMDX vs. LVOAX 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 FSMDX is a Buy and LVOAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.1B vs. LVOAX (1.07B). FSMDX pays higher dividends than LVOAX: FSMDX (0.75) vs LVOAX (0.21). 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 : 14.23 vs. LVOAX (1.01). FSMDX return over 5 years is better than : 41.51 vs. LVOAX (-13.94).
| 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 | 14.812 | 8.268 | 179% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1B | 1.07B | 4,981% |
| Annual Yield % from dividends | 0.75 | 0.21 | 363% |
| Returns for 1 year | 14.23 | 1.01 | 1,409% |
| Returns for 3 years | 57.52 | 16.95 | 339% |
| Returns for 5 years | 41.51 | -13.94 | -298% |
| Returns for 10 years | 169.29 | 2.93 | 5,772% |
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