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FSMDX vs LVORX
FSMDX vs LVORX Comparison
Open Charts FSMDX vs LVORX
Fidelity Mid Cap Index
Price$36.90
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets44.83B
Lord Abbett Value Opportunities R3
Price$17.57
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets1.12B
FSMDX vs LVORX Comparison Chart in %
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FSMDX vs. LVORX commentary
Sep 05, 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: 44.8B vs. LVORX (1.12B). 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 : 12.62 vs. LVORX (-5.17). FSMDX return over 5 years is better than : 69.07 vs. LVORX (8.84).
| 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 | 8.524 | -1.067 | -799% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 1.12B | 4,004% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 12.62 | -5.17 | -244% |
| Returns for 3 years | 45.31 | 8.91 | 509% |
| Returns for 5 years | 69.07 | 8.84 | 782% |
| Returns for 10 years | 143.49 | -5.32 | -2,698% |
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