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FSMDX vs LVOFX
FSMDX vs LVOFX Comparison
Open Charts FSMDX vs LVOFX
Fidelity Mid Cap Index
Price$35.56
Change+$0.25 (+0.71%)
VolumeN/A
Net Assets42.38B
Lord Abbett Value Opportunities F
Price$19.05
Change+$0.17 (+0.90%)
VolumeN/A
Net Assets1.13B
FSMDX vs LVOFX Comparison Chart in %
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FSMDX vs. LVOFX commentary
Jul 03, 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: 42.4B vs. LVOFX (1.13B). FSMDX pays higher dividends than LVOFX: FSMDX (1.31) vs LVOFX (0.11). 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 : 14.87 vs. LVOFX (-1.62). FSMDX return over 5 years is better than : 75.38 vs. LVOFX (16.00).
| 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 | 4.814 | -3.723 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 1.13B | 3,766% |
| Annual Yield % from dividends | 1.31 | 0.11 | 1,202% |
| Returns for 1 year | 14.87 | -1.62 | -917% |
| Returns for 3 years | 45.68 | 10.78 | 424% |
| Returns for 5 years | 75.38 | 16.00 | 471% |
| Returns for 10 years | 118.41 | -7.76 | -1,526% |
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