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FSMDX vs LVOCX
FSMDX vs LVOCX Comparison
Open Charts FSMDX vs LVOCX
Fidelity Mid Cap Index
Price$35.59
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets42.38B
Lord Abbett Value Opportunities C
Price$14.15
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets1.11B
FSMDX vs LVOCX Comparison Chart in %
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FSMDX vs. LVOCX commentary
Jul 18, 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 LVOCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. LVOCX (1.11B). FSMDX pays higher dividends than LVOCX: FSMDX (1.31) vs LVOCX (0.00). FSMDX was incepted earlier than LVOCX: FSMDX (14 years) vs LVOCX (20 years). LVOCX (1.94) is less costly to investors than FSMDX (0.03). LVOCX is a more actively managed with annual turnover of: 33.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than LVOCX: FSMDX (0) vs LVOCX (1500). FSMDX annual gain was more profitable for investors over the last year : 8.58 vs. LVOCX (-10.66). FSMDX return over 5 years is better than : 70.17 vs. LVOCX (0.43).
| FSMDX | LVOCX | FSMDX / LVOCX | |
| Total Expense Ratio | 0.03 | 1.94 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 1.94 | 1% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 5.111 | -3.759 | -136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 1.11B | 3,806% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 8.58 | -10.66 | -80% |
| Returns for 3 years | 45.92 | 5.07 | 905% |
| Returns for 5 years | 70.17 | 0.43 | 16,397% |
| Returns for 10 years | 117.56 | -25.70 | -457% |