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FSMDX vs LVORX ᐉ Comparison: Which is Better to Invest?
FSMDX vs LVORX Comparison
Open Charts FSMDX vs LVORX
Fidelity® Mid Cap Index
Price$28.11
Change+$0.20 (+0.72%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities R3
Price$15.54
Change+$0.13 (+0.84%)
VolumeN/A
CapitalizationN/A
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FSMDX vs LVORX Comparison Chart
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FSMDX vs. LVORX commentary
Dec 01, 2023
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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 25.8B vs. LVORX (1.15B). FSMDX pays higher dividends than LVORX: FSMDX (1.65) vs LVORX (0.42). FSMDX was incepted earlier than LVORX: FSMDX (12 years) vs LVORX (16 years). LVORX (1.41) is less costly to investors than FSMDX (0.03). LVORX is a more actively managed with annual turnover of: 40.00 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 : 2.92 vs. LVORX (0.78). FSMDX return over 5 years is better than : 40.69 vs. LVORX (-10.22).
| FSMDX | LVORX | FSMDX / LVORX | |
| Total Expense Ratio | 0.03 | 1.41 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.41 | 2% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 8.798 | 6.293 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.8B | 1.15B | 2,247% |
| Annual Yield % from dividends | 1.65 | 0.42 | 397% |
| Returns for 1 year | 2.92 | 0.78 | 375% |
| Returns for 3 years | 11.30 | -10.68 | -106% |
| Returns for 5 years | 40.69 | -10.22 | -398% |
| Returns for 10 years | 96.98 | -20.26 | -479% |
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