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FSMDX vs LVORX
FSMDX vs LVORX Comparison
Open Charts FSMDX vs LVORX
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
Lord Abbett Value Opportunities R3
Price$17.51
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets1.14B
FSMDX vs LVORX Comparison Chart in %
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FSMDX vs. LVORX commentary
Jul 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: 42.4B vs. LVORX (1.14B). FSMDX pays higher dividends than LVORX: FSMDX (1.31) 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 : 16.46 vs. LVORX (-0.91). FSMDX return over 5 years is better than : 78.71 vs. LVORX (14.07).
| 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 | 6.803 | -1.629 | -418% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 1.14B | 3,716% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 16.46 | -0.91 | -1,817% |
| Returns for 3 years | 48.44 | 10.82 | 448% |
| Returns for 5 years | 78.71 | 14.07 | 559% |
| Returns for 10 years | 123.56 | -12.40 | -997% |
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