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FSMDX vs LVOSX
FSMDX vs LVOSX Comparison
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FSMDX vs LVOSX Comparison Chart in %
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FSMDX vs. LVOSX 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 LVOSX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. LVOSX (1.12B). FSMDX pays higher dividends than LVOSX: FSMDX (0.76) vs LVOSX (0.21). FSMDX was incepted earlier than LVOSX: FSMDX (15 years) vs LVOSX (11 years). LVOSX (1.16) is less costly to investors than FSMDX (0.03). LVOSX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX (0) and LVOSX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 18.74 vs. LVOSX (8.17). FSMDX return over 5 years is better than : 42.85 vs. LVOSX (-10.76).
| FSMDX | LVOSX | FSMDX / LVOSX | |
| Total Expense Ratio | 0.03 | 1.16 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.16 | 2% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 14.622 | 12.143 | 120% |
| 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 | 0.21 | 362% |
| Returns for 1 year | 18.74 | 8.17 | 229% |
| Returns for 3 years | 50.09 | 16.06 | 312% |
| Returns for 5 years | 42.85 | -10.76 | -398% |
| Returns for 10 years | 165.64 | 6.29 | 2,632% |
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