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FSMDX vs LVOYX
FSMDX vs LVOYX Comparison
Open Charts FSMDX vs LVOYX
Fidelity Mid Cap Index
Price$32.33
Change-$0.42 (-1.28%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities I
Price$20.33
Change-$0.30 (-1.45%)
VolumeN/A
CapitalizationN/A
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FSMDX vs LVOYX Comparison Chart
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FSMDX vs. LVOYX commentary
Sep 08, 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 Buy and LVOYX is a StrongSell.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. LVOYX (1.23B). FSMDX pays higher dividends than LVOYX: FSMDX (1.28) vs LVOYX (0.31). FSMDX was incepted earlier than LVOYX: FSMDX (13 years) vs LVOYX (19 years). LVOYX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than LVOYX: FSMDX (0) vs LVOYX (1000000). FSMDX annual gain was more profitable for investors over the last year : 18.39 vs. LVOYX (16.06). FSMDX return over 5 years is better than : 53.76 vs. LVOYX (9.10).
| FSMDX | LVOYX | FSMDX / LVOYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 9.391 | 9.617 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 1.23B | 2,920% |
| Annual Yield % from dividends | 1.28 | 0.31 | 420% |
| Returns for 1 year | 18.39 | 16.06 | 114% |
| Returns for 3 years | 4.69 | -15.03 | -31% |
| Returns for 5 years | 53.76 | 9.10 | 591% |
| Returns for 10 years | 106.34 | -6.18 | -1,722% |