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FSMDX vs LVOCX
FSMDX vs LVOCX Comparison
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FSMDX vs LVOCX Comparison Chart in %
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FSMDX vs. LVOCX commentary
Aug 02, 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 LVOCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. LVOCX (1.12B). FSMDX pays higher dividends than LVOCX: FSMDX (0.76) vs LVOCX (0.00). FSMDX was incepted earlier than LVOCX: FSMDX (15 years) vs LVOCX (21 years). LVOCX (1.91) is less costly to investors than FSMDX (0.03). LVOCX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than LVOCX: FSMDX (0) vs LVOCX (1500). FSMDX annual gain was more profitable for investors over the last year : 18.74 vs. LVOCX (5.51). FSMDX return over 5 years is better than : 42.85 vs. LVOCX (-20.41).
| FSMDX | LVOCX | FSMDX / LVOCX | |
| Total Expense Ratio | 0.03 | 1.91 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 1.91 | 1% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 14.622 | 11.661 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.12B | 4,664% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 18.74 | 5.51 | 340% |
| Returns for 3 years | 50.09 | 9.24 | 542% |
| Returns for 5 years | 42.85 | -20.41 | -210% |
| Returns for 10 years | 165.64 | -13.00 | -1,275% |
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