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FSMDX vs LVOFX
FSMDX vs LVOFX Comparison
Open Charts FSMDX vs LVOFX
Fidelity Mid Cap Index
Price$34.40
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets37.69B
Lord Abbett Value Opportunities F
Price$18.55
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.12B
FSMDX vs LVOFX Comparison Chart
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FSMDX vs. LVOFX commentary
May 14, 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 LVOFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. LVOFX (1.12B). FSMDX pays higher dividends than LVOFX: FSMDX (1.21) vs LVOFX (0.12). FSMDX was incepted earlier than LVOFX: FSMDX (14 years) vs LVOFX (18 years). LVOFX (1.04) is less costly to investors than FSMDX (0.03). LVOFX is a more actively managed with annual turnover of: 33.00 vs. FSMDX (8.00). FSMDX (0) and LVOFX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 8.77 vs. LVOFX (-6.41). FSMDX return over 5 years is better than : 91.30 vs. LVOFX (27.74).
| FSMDX | LVOFX | FSMDX / LVOFX | |
| Total Expense Ratio | 0.03 | 1.04 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.04 | 2% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 1.214 | -5.456 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 1.12B | 3,378% |
| Annual Yield % from dividends | 1.21 | 0.12 | 1,046% |
| Returns for 1 year | 8.77 | -6.41 | -137% |
| Returns for 3 years | 31.87 | 2.32 | 1,374% |
| Returns for 5 years | 91.30 | 27.74 | 329% |
| Returns for 10 years | 105.28 | -9.72 | -1,083% |
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