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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
Aug 23, 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 LVOTX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. LVOTX (1.12B). FSMDX pays higher dividends than LVOTX: FSMDX (0.76) vs LVOTX (0.41). 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 : 21.53 vs. LVOTX (10.32). FSMDX return over 5 years is better than : 47.15 vs. LVOTX (-6.06).
| 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 | 17.736 | 13.469 | 132% |
| 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 | 4,643% |
| Annual Yield % from dividends | 0.76 | 0.41 | 186% |
| Returns for 1 year | 21.53 | 10.32 | 209% |
| Returns for 3 years | 63.59 | 25.16 | 253% |
| Returns for 5 years | 47.15 | -6.06 | -779% |
| Returns for 10 years | 166.80 | 10.56 | 1,579% |
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