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FSMDX vs LVOAX
FSMDX vs LVOAX Comparison
Open Charts FSMDX vs LVOAX
Fidelity Mid Cap Index
Price$31.98
Change+$0.62 (+1.98%)
VolumeN/A
Net Assets37.64B
Lord Abbett Value Opportunities A
Price$16.99
Change+$0.43 (+2.60%)
VolumeN/A
Net Assets1.04B
FSMDX vs LVOAX Comparison Chart
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FSMDX vs. LVOAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. LVOAX (1.04B). 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 : 2.08 vs. LVOAX (-10.68). FSMDX return over 5 years is better than : 77.28 vs. LVOAX (17.93).
| 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 | -7.137 | -12.381 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.04B | 3,612% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 2.08 | -10.68 | -19% |
| Returns for 3 years | 12.77 | -11.28 | -113% |
| Returns for 5 years | 77.28 | 17.93 | 431% |
| Returns for 10 years | 89.07 | -18.68 | -477% |
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