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FSMDX vs LVOAX
FSMDX vs LVOAX Comparison
Open Charts FSMDX vs LVOAX
Fidelity Mid Cap Index
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities A
Price$19.63
Change-$0.23 (-1.16%)
VolumeN/A
CapitalizationN/A
FSMDX vs LVOAX Comparison Chart
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FSMDX vs. LVOAX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. LVOAX (1.42B). 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 : 20.70 vs. LVOAX (12.56). FSMDX return over 5 years is better than : 57.26 vs. LVOAX (12.31).
| 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 | 19.211 | 10.967 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.42B | 2,797% |
| Annual Yield % from dividends | 1.28 | 0.11 | 1,207% |
| Returns for 1 year | 20.70 | 12.56 | 165% |
| Returns for 3 years | 19.14 | -4.03 | -475% |
| Returns for 5 years | 57.26 | 12.31 | 465% |
| Returns for 10 years | 122.53 | 1.40 | 8,726% |