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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
Jun 24, 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 LVOOX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. LVOOX (1.15B). FSMDX pays higher dividends than LVOOX: FSMDX (0.99) vs LVOOX (0.41). 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 : 22.60 vs. LVOOX (16.36). FSMDX return over 5 years is better than : 43.56 vs. LVOOX (-4.13).
| 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 | 14.027 | 13.583 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 1.15B | 4,467% |
| Annual Yield % from dividends | 0.99 | 0.41 | 241% |
| Returns for 1 year | 22.60 | 16.36 | 138% |
| Returns for 3 years | 60.71 | 29.16 | 208% |
| Returns for 5 years | 43.56 | -4.13 | -1,054% |
| Returns for 10 years | 179.66 | N/A | - |
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