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FSMDX vs LVOAX
FSMDX vs LVOAX Comparison
Open Charts FSMDX vs LVOAX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities A
Price$20.82
Change-$0.25 (-1.19%)
VolumeN/A
CapitalizationN/A
FSMDX vs LVOAX Comparison Chart
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FSMDX vs. LVOAX commentary
Nov 18, 2024
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: 36.3B vs. LVOAX (1.4B). 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 : 31.21 vs. LVOAX (26.88). FSMDX return over 5 years is better than : 60.20 vs. LVOAX (9.42).
| 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 | 18.509 | 17.694 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 1.4B | 2,589% |
| Annual Yield % from dividends | 1.28 | 0.11 | 1,207% |
| Returns for 1 year | 31.21 | 26.88 | 116% |
| Returns for 3 years | 9.29 | -15.77 | -59% |
| Returns for 5 years | 60.20 | 9.42 | 639% |
| Returns for 10 years | 121.13 | -4.65 | -2,605% |