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FSMDX vs LVOTX
FSMDX vs LVOTX Comparison
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FSMDX vs LVOTX Comparison Chart in %
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FSMDX vs. LVOTX commentary
Jun 04, 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 LVOTX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. LVOTX (1.11B). FSMDX pays higher dividends than LVOTX: FSMDX (0.99) vs LVOTX (0.42). FSMDX was incepted earlier than LVOTX: FSMDX (15 years) vs LVOTX (11 years). LVOTX (0.91) is less costly to investors than FSMDX (0.03). LVOTX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX (0) and LVOTX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 22.46 vs. LVOTX (12.62). FSMDX return over 5 years is better than : 42.72 vs. LVOTX (-9.31).
| FSMDX | LVOTX | FSMDX / LVOTX | |
| Total Expense Ratio | 0.03 | 0.91 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.91 | 3% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 11.996 | 9.308 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 1.11B | 4,644% |
| Annual Yield % from dividends | 0.99 | 0.42 | 237% |
| Returns for 1 year | 22.46 | 12.62 | 178% |
| Returns for 3 years | 59.36 | 23.37 | 254% |
| Returns for 5 years | 42.72 | -9.31 | -459% |
| Returns for 10 years | 166.70 | 10.79 | 1,545% |
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