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FSMDX vs LVOFX
FSMDX vs LVOFX Comparison
Open Charts FSMDX vs LVOFX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Lord Abbett Value Opportunities F
Price$20.18
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets1.34B
FSMDX vs LVOFX Comparison Chart
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FSMDX vs. LVOFX commentary
Jan 19, 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 LVOFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. LVOFX (1.34B). FSMDX pays higher dividends than LVOFX: FSMDX (1.28) vs LVOFX (0.20). FSMDX was incepted earlier than LVOFX: FSMDX (13 years) vs LVOFX (17 years). LVOFX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (9.00). FSMDX (0) and LVOFX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 21.14 vs. LVOFX (13.42). FSMDX return over 5 years is better than : 54.11 vs. LVOFX (9.52).
| FSMDX | LVOFX | FSMDX / LVOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 3.642 | 2.907 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 1.34B | 2,753% |
| Annual Yield % from dividends | 1.28 | 0.20 | 651% |
| Returns for 1 year | 21.14 | 13.42 | 158% |
| Returns for 3 years | 20.66 | -3.45 | -599% |
| Returns for 5 years | 54.11 | 9.52 | 569% |
| Returns for 10 years | 124.41 | 6.12 | 2,032% |
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