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FSMDX vs LVORX
FSMDX vs LVORX Comparison
Open Charts FSMDX vs LVORX
Fidelity Mid Cap Index
Price$32.81
Change+$0.22 (+0.68%)
VolumeN/A
Net Assets37.69B
Lord Abbett Value Opportunities R3
Price$16.34
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets1.08B
FSMDX vs LVORX Comparison Chart
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FSMDX vs. LVORX commentary
May 09, 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 LVORX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. LVORX (1.08B). FSMDX pays higher dividends than LVORX: FSMDX (1.21) 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 (8.00). FSMDX (0) and LVORX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 4.34 vs. LVORX (-10.37). FSMDX return over 5 years is better than : 74.28 vs. LVORX (11.91).
| 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 | -3.494 | -8.708 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 1.08B | 3,478% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | 4.34 | -10.37 | -42% |
| Returns for 3 years | 23.23 | -5.47 | -425% |
| Returns for 5 years | 74.28 | 11.91 | 623% |
| Returns for 10 years | 96.91 | -18.74 | -517% |
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