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FSMDX vs LVOCX
FSMDX vs LVOCX Comparison
Open Charts FSMDX vs LVOCX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Lord Abbett Value Opportunities C
Price$14.42
Change-$0.36 (-2.44%)
VolumeN/A
Net Assets1.27B
FSMDX vs LVOCX Comparison Chart
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FSMDX vs. LVOCX commentary
Feb 23, 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 Hold and LVOCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. LVOCX (1.27B). FSMDX pays higher dividends than LVOCX: FSMDX (1.28) vs LVOCX (0.00). FSMDX was incepted earlier than LVOCX: FSMDX (13 years) vs LVOCX (19 years). LVOCX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (9.00). 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 : 12.97 vs. LVOCX (-1.44). FSMDX return over 5 years is better than : 51.19 vs. LVOCX (-6.30).
| FSMDX | LVOCX | FSMDX / LVOCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 1.717 | -1.435 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 1.27B | 3,039% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.97 | -1.44 | -904% |
| Returns for 3 years | 24.51 | -8.09 | -303% |
| Returns for 5 years | 51.19 | -6.30 | -812% |
| Returns for 10 years | 107.43 | -23.70 | -453% |
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