Interact to see
Advertisement
Advertisement
FSMDX vs LVOYX
FSMDX vs LVOYX Comparison
Open Charts FSMDX vs LVOYX
FSMDX vs LVOYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. LVOYX commentary
Jul 06, 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 LVOYX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. LVOYX (1.15B). FSMDX pays higher dividends than LVOYX: FSMDX (0.76) vs LVOYX (0.40). FSMDX was incepted earlier than LVOYX: FSMDX (15 years) vs LVOYX (21 years). LVOYX (0.91) is less costly to investors than FSMDX (0.03). LVOYX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than LVOYX: FSMDX (0) vs LVOYX (1000000). FSMDX annual gain was more profitable for investors over the last year : 20.14 vs. LVOYX (11.22). FSMDX return over 5 years is better than : 43.77 vs. LVOYX (-5.47).
| FSMDX | LVOYX | FSMDX / LVOYX | |
| Total Expense Ratio | 0.03 | 0.91 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.91 | 3% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 15.326 | 14.003 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 1.15B | 4,646% |
| Annual Yield % from dividends | 0.76 | 0.40 | 190% |
| Returns for 1 year | 20.14 | 11.22 | 179% |
| Returns for 3 years | 55.87 | 24.07 | 232% |
| Returns for 5 years | 43.77 | -5.47 | -801% |
| Returns for 10 years | 174.44 | 16.08 | 1,085% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers