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FSMDX vs LVOFX
FSMDX vs LVOFX Comparison
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FSMDX vs LVOFX Comparison Chart in %
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FSMDX vs. LVOFX commentary
Jul 25, 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 LVOFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. LVOFX (1.12B). FSMDX pays higher dividends than LVOFX: FSMDX (0.76) vs LVOFX (0.31). 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 : 16.60 vs. LVOFX (8.46). FSMDX return over 5 years is better than : 42.38 vs. LVOFX (-7.72).
| 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 | 13.810 | 12.137 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 1.12B | 4,754% |
| Annual Yield % from dividends | 0.76 | 0.31 | 245% |
| Returns for 1 year | 16.60 | 8.46 | 196% |
| Returns for 3 years | 49.13 | 16.80 | 292% |
| Returns for 5 years | 42.38 | -7.72 | -549% |
| Returns for 10 years | 160.21 | 7.95 | 2,016% |
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