Interact to see
Advertisement
Advertisement
FSMDX vs LVOFX
FSMDX vs LVOFX Comparison
Open Charts FSMDX vs LVOFX
FSMDX vs LVOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. LVOFX commentary
Sep 21, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.1B vs. LVOFX (1.07B). FSMDX pays higher dividends than LVOFX: FSMDX (0.75) 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 : 13.40 vs. LVOFX (1.97). FSMDX return over 5 years is better than : 40.36 vs. LVOFX (-12.57).
| 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 | 13.485 | 8.432 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1B | 1.07B | 4,977% |
| Annual Yield % from dividends | 0.75 | 0.32 | 235% |
| Returns for 1 year | 13.40 | 1.97 | 680% |
| Returns for 3 years | 57.16 | 18.26 | 313% |
| Returns for 5 years | 40.36 | -12.57 | -321% |
| Returns for 10 years | 164.66 | 5.56 | 2,960% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GCPCX | 23.83 | 0.04 | +0.17% |
| Gateway Equity Call Premium C | |||
| GSCZX | 18.91 | -0.12 | -0.63% |
| GuideStone Funds Small Cap Equity Inv | |||
| ASVDX | 10.42 | -0.07 | -0.67% |
| American Century Small Cap Value R6 | |||
| DHPAX | 16.46 | -0.15 | -0.90% |
| Diamond Hill Mid Cap Inv | |||
| HILUX | 29.01 | -0.41 | -1.39% |
| Hartford International Value R6 | |||