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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
Jun 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. LVOFX (1.11B). FSMDX pays higher dividends than LVOFX: FSMDX (0.99) 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 : 18.33 vs. LVOFX (10.63). FSMDX return over 5 years is better than : 38.15 vs. LVOFX (-11.54).
| 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 | 9.829 | 9.237 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 1.11B | 4,661% |
| Annual Yield % from dividends | 0.99 | 0.32 | 306% |
| Returns for 1 year | 18.33 | 10.63 | 172% |
| Returns for 3 years | 53.54 | 21.33 | 251% |
| Returns for 5 years | 38.15 | -11.54 | -330% |
| Returns for 10 years | 164.91 | 9.97 | 1,654% |
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