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FSMDX vs LVOCX
FSMDX vs LVOCX Comparison
Open Charts FSMDX vs LVOCX
Fidelity Mid Cap Index
Price$35.65
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets43.39B
Lord Abbett Value Opportunities C
Price$14.20
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets1.11B
FSMDX vs LVOCX Comparison Chart in %
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FSMDX vs. LVOCX commentary
Aug 10, 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: 43.4B vs. LVOCX (1.11B). FSMDX pays higher dividends than LVOCX: FSMDX (1.29) 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 : 13.75 vs. LVOCX (-6.02). FSMDX return over 5 years is better than : 64.86 vs. LVOCX (-2.81).
| 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 | 5.823 | -2.939 | -198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 1.11B | 3,899% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | 13.75 | -6.02 | -228% |
| Returns for 3 years | 35.39 | -1.46 | -2,429% |
| Returns for 5 years | 64.86 | -2.81 | -2,311% |
| Returns for 10 years | 121.13 | -24.55 | -493% |
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