Ad is loading...
FSMDX vs LVOFX
FSMDX vs LVOFX Comparison
Open Charts FSMDX vs LVOFX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities F
Price$19.65
Change-$0.71 (-3.49%)
VolumeN/A
CapitalizationN/A
FSMDX vs LVOFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. LVOFX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. LVOFX (1.37B). 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 : 20.70 vs. LVOFX (12.91). FSMDX return over 5 years is better than : 57.26 vs. LVOFX (14.00).
| 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 | 19.211 | 11.365 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.37B | 2,884% |
| Annual Yield % from dividends | 1.28 | 0.20 | 651% |
| Returns for 1 year | 20.70 | 12.91 | 160% |
| Returns for 3 years | 19.14 | -3.19 | -601% |
| Returns for 5 years | 57.26 | 14.00 | 409% |
| Returns for 10 years | 122.53 | 4.52 | 2,713% |
View a ticker or compare two or three
VS
VS
Ad is loading...