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FSMDX vs LVORX
FSMDX vs LVORX Comparison
Open Charts FSMDX vs LVORX
Fidelity Mid Cap Index
Price$35.91
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets45.03B
Lord Abbett Value Opportunities R3
Price$17.30
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets1.07B
FSMDX vs LVORX Comparison Chart in %
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FSMDX vs. LVORX commentary
Nov 20, 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 LVORX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. LVORX (1.07B). FSMDX pays higher dividends than LVORX: FSMDX (1.26) vs LVORX (0.00). FSMDX was incepted earlier than LVORX: FSMDX (14 years) vs LVORX (18 years). LVORX (1.44) is less costly to investors than FSMDX (0.03). LVORX is a more actively managed with annual turnover of: 33.00 vs. FSMDX (15.00). FSMDX (0) and LVORX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 1.94 vs. LVORX (-12.06). FSMDX return over 5 years is better than : 48.13 vs. LVORX (-6.14).
| FSMDX | LVORX | FSMDX / LVORX | |
| Total Expense Ratio | 0.03 | 1.44 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.44 | 2% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 6.417 | -2.921 | -220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 1.07B | 4,210% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 1.94 | -12.06 | -16% |
| Returns for 3 years | 38.73 | 5.37 | 722% |
| Returns for 5 years | 48.13 | -6.14 | -784% |
| Returns for 10 years | 128.68 | -9.38 | -1,372% |
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