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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
Sep 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 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 : 13.26 vs. LVOFX (1.36). FSMDX return over 5 years is better than : 40.31 vs. LVOFX (-12.47).
| 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 | 13.837 | 8.324 | 166% |
| 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 | 4,981% |
| Annual Yield % from dividends | 0.75 | 0.32 | 235% |
| Returns for 1 year | 13.26 | 1.36 | 976% |
| Returns for 3 years | 56.18 | 17.94 | 313% |
| Returns for 5 years | 40.31 | -12.47 | -323% |
| Returns for 10 years | 167.00 | 6.22 | 2,683% |
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