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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
Jul 14, 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 LVOSX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. LVOSX (1.14B). FSMDX pays higher dividends than LVOSX: FSMDX (0.76) vs LVOSX (0.20). 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 : 19.67 vs. LVOSX (10.12). FSMDX return over 5 years is better than : 45.89 vs. LVOSX (-7.22).
| 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 | 14.947 | 13.486 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 1.14B | 4,671% |
| Annual Yield % from dividends | 0.76 | 0.20 | 369% |
| Returns for 1 year | 19.67 | 10.12 | 194% |
| Returns for 3 years | 52.50 | 19.17 | 274% |
| Returns for 5 years | 45.89 | -7.22 | -635% |
| Returns for 10 years | 165.79 | 6.56 | 2,528% |
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