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FSMDX vs LVOPX
FSMDX vs LVOPX Comparison
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FSMDX vs LVOPX Comparison Chart in %
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FSMDX vs. LVOPX commentary
Jun 21, 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 LVOPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. LVOPX (1.15B). FSMDX pays higher dividends than LVOPX: FSMDX (0.99) vs LVOPX (0.04). FSMDX was incepted earlier than LVOPX: FSMDX (15 years) vs LVOPX (20 years). LVOPX (1.36) is less costly to investors than FSMDX (0.03). LVOPX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX (0) and LVOPX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 23.06 vs. LVOPX (14.73). FSMDX return over 5 years is better than : 47.15 vs. LVOPX (-7.39).
| FSMDX | LVOPX | FSMDX / LVOPX | |
| Total Expense Ratio | 0.03 | 1.36 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.36 | 2% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 13.431 | 13.279 | 101% |
| 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 | 4,498% |
| Annual Yield % from dividends | 0.99 | 0.04 | 2,623% |
| Returns for 1 year | 23.06 | 14.73 | 157% |
| Returns for 3 years | 52.46 | 22.33 | 235% |
| Returns for 5 years | 47.15 | -7.39 | -638% |
| Returns for 10 years | 171.51 | 6.21 | 2,763% |
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