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FSMDX vs LVOCX
FSMDX vs LVOCX Comparison
Open Charts FSMDX vs LVOCX
Fidelity Mid Cap Index
Price$31.20
Change+$2.50 (+8.71%)
VolumeN/A
Net Assets37.64B
Lord Abbett Value Opportunities C
Price$12.86
Change+$1.02 (+8.61%)
VolumeN/A
Net Assets1.11B
FSMDX vs LVOCX Comparison Chart
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FSMDX vs. LVOCX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. LVOCX (1.11B). FSMDX pays higher dividends than LVOCX: FSMDX (1.20) vs LVOCX (0.00). FSMDX was incepted earlier than LVOCX: FSMDX (14 years) vs LVOCX (19 years). LVOCX (1.93) is less costly to investors than FSMDX (0.03). LVOCX is a more actively managed with annual turnover of: 33.00 vs. FSMDX (8.00). 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 : -9.80 vs. LVOCX (-22.21). FSMDX return over 5 years is better than : 61.73 vs. LVOCX (-3.58).
| FSMDX | LVOCX | FSMDX / LVOCX | |
| Total Expense Ratio | 0.03 | 1.93 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 1.93 | 1% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -15.013 | -19.070 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.11B | 3,400% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -9.80 | -22.21 | 44% |
| Returns for 3 years | 0.43 | -23.27 | -2% |
| Returns for 5 years | 61.73 | -3.58 | -1,723% |
| Returns for 10 years | 71.81 | -37.85 | -190% |
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