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FSMDX vs LVOAX
FSMDX vs LVOAX Comparison
Open Charts FSMDX vs LVOAX
Fidelity Mid Cap Index
Price$29.51
Change-$1.83 (-5.84%)
VolumeN/A
Net Assets37.64B
Lord Abbett Value Opportunities A
Price$15.86
Change-$0.80 (-4.80%)
VolumeN/A
Net Assets1.11B
FSMDX vs LVOAX Comparison Chart
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FSMDX vs. LVOAX commentary
Apr 05, 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 Hold and LVOAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. LVOAX (1.11B). FSMDX pays higher dividends than LVOAX: FSMDX (1.20) vs LVOAX (0.00). FSMDX was incepted earlier than LVOAX: FSMDX (14 years) vs LVOAX (19 years). LVOAX (1.18) 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 : 4.57 vs. LVOAX (-7.08). FSMDX return over 5 years is better than : 118.86 vs. LVOAX (45.70).
| FSMDX | LVOAX | FSMDX / LVOAX | |
| Total Expense Ratio | 0.03 | 1.18 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.18 | 2% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -1.836 | -5.608 | 33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.11B | 3,384% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 4.57 | -7.08 | -65% |
| Returns for 3 years | 13.46 | -8.40 | -160% |
| Returns for 5 years | 118.86 | 45.70 | 260% |
| Returns for 10 years | 99.53 | -12.60 | -790% |
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