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FSMDX vs LVOQX
FSMDX vs LVOQX Comparison
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FSMDX vs LVOQX Comparison Chart in %
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FSMDX vs. LVOQX commentary
Aug 20, 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 LVOQX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. LVOQX (1.14B). FSMDX pays higher dividends than LVOQX: FSMDX (0.76) vs LVOQX (0.00). FSMDX was incepted earlier than LVOQX: FSMDX (15 years) vs LVOQX (19 years). LVOQX (1.51) is less costly to investors than FSMDX (0.03). LVOQX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX (0) and LVOQX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 21.35 vs. LVOQX (9.49). FSMDX return over 5 years is better than : 47.59 vs. LVOQX (-11.38).
| FSMDX | LVOQX | FSMDX / LVOQX | |
| Total Expense Ratio | 0.03 | 1.51 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.51 | 2% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 18.088 | 14.382 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.14B | 4,586% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 21.35 | 9.49 | 225% |
| Returns for 3 years | 63.60 | 21.92 | 290% |
| Returns for 5 years | 47.59 | -11.38 | -418% |
| Returns for 10 years | 168.64 | -0.55 | -30,388% |
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