Interact to see
Advertisement
Advertisement
FSMDX vs LVOSX
FSMDX vs LVOSX Comparison
Open Charts FSMDX vs LVOSX
FSMDX vs LVOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. LVOSX 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 LVOSX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. LVOSX (1.15B). FSMDX pays higher dividends than LVOSX: FSMDX (0.99) 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 : 22.60 vs. LVOSX (15.38). FSMDX return over 5 years is better than : 43.56 vs. LVOSX (-7.74).
| 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 | 14.027 | 13.374 | 105% |
| 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 | 0.21 | 460% |
| Returns for 1 year | 22.60 | 15.38 | 147% |
| Returns for 3 years | 60.71 | 26.54 | 229% |
| Returns for 5 years | 43.56 | -7.74 | -563% |
| Returns for 10 years | 179.66 | 12.62 | 1,424% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers