Interact to see
Advertisement
Advertisement
FSMDX vs LVOYX
FSMDX vs LVOYX Comparison
Open Charts FSMDX vs LVOYX
Fidelity Mid Cap Index
Price$36.97
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets43.39B
Lord Abbett Value Opportunities I
Price$20.31
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets1.13B
FSMDX vs LVOYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. LVOYX commentary
Aug 29, 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 StrongBuy and LVOYX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. LVOYX (1.13B). 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 : 12.64 vs. LVOYX (-4.62). FSMDX return over 5 years is better than : 67.31 vs. LVOYX (13.37).
| 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 | 9.533 | 0.248 | 3,850% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 1.13B | 3,831% |
| Annual Yield % from dividends | 1.29 | 0.21 | 623% |
| Returns for 1 year | 12.64 | -4.62 | -274% |
| Returns for 3 years | 42.48 | 9.07 | 468% |
| Returns for 5 years | 67.31 | 13.37 | 503% |
| Returns for 10 years | 140.38 | 2.65 | 5,300% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement