Interact to see
Advertisement
Advertisement
FSMDX vs LVOCX
FSMDX vs LVOCX Comparison
Open Charts FSMDX vs LVOCX
FSMDX vs LVOCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. LVOCX commentary
Jul 11, 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 LVOCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. LVOCX (1.14B). 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 : 18.68 vs. LVOCX (6.12). FSMDX return over 5 years is better than : 43.30 vs. LVOCX (-18.82).
| 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 | 14.947 | 12.694 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 1.14B | 4,683% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 18.68 | 6.12 | 305% |
| Returns for 3 years | 53.14 | 12.78 | 416% |
| Returns for 5 years | 43.30 | -18.82 | -230% |
| Returns for 10 years | 166.09 | -12.74 | -1,303% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers