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FSMDX vs LVOYX
FSMDX vs LVOYX Comparison
Open Charts FSMDX vs LVOYX
Fidelity Mid Cap Index
Price$35.75
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets43.39B
Lord Abbett Value Opportunities I
Price$19.66
Change-$0.13 (-0.66%)
VolumeN/A
Net Assets1.12B
FSMDX vs LVOYX Comparison Chart in %
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FSMDX vs. LVOYX commentary
Aug 08, 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 LVOYX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. LVOYX (1.12B). FSMDX pays higher dividends than LVOYX: FSMDX (1.29) vs LVOYX (0.21). FSMDX was incepted earlier than LVOYX: FSMDX (14 years) vs LVOYX (20 years). LVOYX (0.94) is less costly to investors than FSMDX (0.03). LVOYX is a more actively managed with annual turnover of: 33.00 vs. FSMDX (15.00). 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 : 16.73 vs. LVOYX (-0.47). FSMDX return over 5 years is better than : 65.56 vs. LVOYX (11.09).
| FSMDX | LVOYX | FSMDX / LVOYX | |
| Total Expense Ratio | 0.03 | 0.94 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.94 | 3% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 6.268 | -1.981 | -316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 1.12B | 3,878% |
| Annual Yield % from dividends | 1.29 | 0.21 | 623% |
| Returns for 1 year | 16.73 | -0.47 | -3,595% |
| Returns for 3 years | 34.73 | 5.01 | 693% |
| Returns for 5 years | 65.56 | 11.09 | 591% |
| Returns for 10 years | 120.20 | -4.08 | -2,949% |
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