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FSMDX vs LVORX
FSMDX vs LVORX Comparison
Open Charts FSMDX vs LVORX
Fidelity Mid Cap Index
Price$34.43
Change+$0.05 (+0.15%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities R3
Price$18.07
Change+$0.06 (+0.33%)
VolumeN/A
CapitalizationN/A
FSMDX vs LVORX Comparison Chart
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FSMDX vs. LVORX commentary
Dec 27, 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 StrongBuy and LVORX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. LVORX (1.33B). FSMDX pays higher dividends than LVORX: FSMDX (1.28) vs LVORX (0.00). FSMDX was incepted earlier than LVORX: FSMDX (13 years) vs LVORX (17 years). LVORX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (9.00). FSMDX (0) and LVORX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 15.68 vs. LVORX (6.80). FSMDX return over 5 years is better than : 55.84 vs. LVORX (6.61).
| FSMDX | LVORX | FSMDX / LVORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 16.299 | 7.752 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.33B | 2,973% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 15.68 | 6.80 | 231% |
| Returns for 3 years | 12.24 | -11.55 | -106% |
| Returns for 5 years | 55.84 | 6.61 | 845% |
| Returns for 10 years | 114.02 | -7.33 | -1,556% |
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