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FSMDX vs LVOAX
FSMDX vs LVOAX Comparison
Open Charts FSMDX vs LVOAX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Lord Abbett Value Opportunities A
Price$19.44
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.34B
FSMDX vs LVOAX Comparison Chart
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FSMDX vs. LVOAX commentary
Jan 19, 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: 37B vs. LVOAX (1.34B). FSMDX pays higher dividends than LVOAX: FSMDX (1.28) vs LVOAX (0.11). FSMDX was incepted earlier than LVOAX: FSMDX (13 years) vs LVOAX (19 years). LVOAX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (9.00). 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 : 21.14 vs. LVOAX (12.96). FSMDX return over 5 years is better than : 54.11 vs. LVOAX (7.78).
| FSMDX | LVOAX | FSMDX / LVOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 3.642 | 2.857 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 1.34B | 2,753% |
| Annual Yield % from dividends | 1.28 | 0.11 | 1,207% |
| Returns for 1 year | 21.14 | 12.96 | 163% |
| Returns for 3 years | 20.66 | -4.35 | -475% |
| Returns for 5 years | 54.11 | 7.78 | 696% |
| Returns for 10 years | 124.41 | 2.85 | 4,359% |