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FSMDX vs LVOOX
FSMDX vs LVOOX Comparison
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FSMDX vs LVOOX Comparison Chart in %
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FSMDX vs. LVOOX commentary
Aug 03, 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 LVOOX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. LVOOX (1.12B). FSMDX pays higher dividends than LVOOX: FSMDX (0.76) vs LVOOX (0.40). FSMDX was incepted earlier than LVOOX: FSMDX (15 years) vs LVOOX (9 years). LVOOX (0.84) is less costly to investors than FSMDX (0.03). LVOOX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX (0) and LVOOX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 18.74 vs. LVOOX (9.06). FSMDX return over 5 years is better than : 42.85 vs. LVOOX (-7.31).
| FSMDX | LVOOX | FSMDX / LVOOX | |
| Total Expense Ratio | 0.03 | 0.84 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.84 | 3% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 14.622 | 12.353 | 118% |
| 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 | 4,664% |
| Annual Yield % from dividends | 0.76 | 0.40 | 189% |
| Returns for 1 year | 18.74 | 9.06 | 207% |
| Returns for 3 years | 50.09 | 18.46 | 271% |
| Returns for 5 years | 42.85 | -7.31 | -586% |
| Returns for 10 years | 165.64 | N/A | - |
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