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FSMDX vs LVOFX
FSMDX vs LVOFX Comparison
Open Charts FSMDX vs LVOFX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Lord Abbett Value Opportunities F
Price$19.35
Change-$0.48 (-2.42%)
VolumeN/A
Net Assets1.27B
FSMDX vs LVOFX Comparison Chart
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FSMDX vs. LVOFX 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 LVOFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. LVOFX (1.27B). 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 : 12.97 vs. LVOFX (1.41). FSMDX return over 5 years is better than : 51.19 vs. LVOFX (5.58).
| 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 | 1.717 | -1.326 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 1.27B | 3,039% |
| Annual Yield % from dividends | 1.28 | 0.20 | 651% |
| Returns for 1 year | 12.97 | 1.41 | 922% |
| Returns for 3 years | 24.51 | -1.90 | -1,291% |
| Returns for 5 years | 51.19 | 5.58 | 917% |
| Returns for 10 years | 107.43 | -4.82 | -2,229% |