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FSMDX vs LVOAX
FSMDX vs LVOAX Comparison
Open Charts FSMDX vs LVOAX
Fidelity Mid Cap Index
Price$35.69
Change-$0.29 (-0.81%)
VolumeN/A
Net Assets42.38B
Lord Abbett Value Opportunities A
Price$18.46
Change-$0.15 (-0.81%)
VolumeN/A
Net Assets1.14B
FSMDX vs LVOAX Comparison Chart in %
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FSMDX vs. LVOAX commentary
Jul 08, 2025
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 LVOAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. LVOAX (1.14B). FSMDX pays higher dividends than LVOAX: FSMDX (1.31) vs LVOAX (0.00). FSMDX was incepted earlier than LVOAX: FSMDX (14 years) vs LVOAX (20 years). LVOAX (1.19) is less costly to investors than FSMDX (0.03). LVOAX is a more actively managed with annual turnover of: 33.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than LVOAX: FSMDX (0) vs LVOAX (1500). FSMDX annual gain was more profitable for investors over the last year : 16.72 vs. LVOAX (0.27). FSMDX return over 5 years is better than : 78.21 vs. LVOAX (17.71).
| FSMDX | LVOAX | FSMDX / LVOAX | |
| Total Expense Ratio | 0.03 | 1.19 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.19 | 2% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 6.803 | -1.534 | -443% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 1.14B | 3,716% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 16.72 | 0.27 | 6,205% |
| Returns for 3 years | 46.36 | 11.65 | 398% |
| Returns for 5 years | 78.21 | 17.71 | 442% |
| Returns for 10 years | 123.05 | -8.11 | -1,516% |
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