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FSMDX vs LVOFX
FSMDX vs LVOFX Comparison
Open Charts FSMDX vs LVOFX
FSMDX vs LVOFX Comparison Chart in %
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FSMDX vs. LVOFX commentary
Aug 28, 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 LVOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. LVOFX (1.12B). FSMDX pays higher dividends than LVOFX: FSMDX (0.76) vs LVOFX (0.32). FSMDX was incepted earlier than LVOFX: FSMDX (15 years) vs LVOFX (19 years). LVOFX (1.01) is less costly to investors than FSMDX (0.03). LVOFX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX (0) and LVOFX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 19.49 vs. LVOFX (7.28). FSMDX return over 5 years is better than : 43.54 vs. LVOFX (-10.75).
| FSMDX | LVOFX | FSMDX / LVOFX | |
| Total Expense Ratio | 0.03 | 1.01 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.01 | 2% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 18.359 | 13.158 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.12B | 4,660% |
| Annual Yield % from dividends | 0.76 | 0.32 | 240% |
| Returns for 1 year | 19.49 | 7.28 | 268% |
| Returns for 3 years | 62.56 | 22.63 | 276% |
| Returns for 5 years | 43.54 | -10.75 | -405% |
| Returns for 10 years | 169.41 | 7.67 | 2,209% |
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