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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
Jun 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: 51.5B vs. LVOAX (1.15B). FSMDX pays higher dividends than LVOAX: FSMDX (0.99) vs LVOAX (0.21). FSMDX was incepted earlier than LVOAX: FSMDX (15 years) vs LVOAX (20 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 : 22.95 vs. LVOAX (15.41). FSMDX return over 5 years is better than : 43.87 vs. LVOAX (-7.69).
| 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 | 20 years | - |
| Gain YTD | 13.431 | 13.408 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 1.15B | 4,498% |
| Annual Yield % from dividends | 0.99 | 0.21 | 473% |
| Returns for 1 year | 22.95 | 15.41 | 149% |
| Returns for 3 years | 59.87 | 26.53 | 226% |
| Returns for 5 years | 43.87 | -7.69 | -570% |
| Returns for 10 years | 178.20 | 12.75 | 1,397% |
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