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FSMDX vs LVOYX
FSMDX vs LVOYX Comparison
Open Charts FSMDX vs LVOYX
Fidelity Mid Cap Index
Price$30.83
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets37.64B
Lord Abbett Value Opportunities I
Price$17.46
Change+$0.15 (+0.87%)
VolumeN/A
Net Assets1.03B
FSMDX vs LVOYX Comparison Chart
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FSMDX vs. LVOYX commentary
Apr 19, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. LVOYX (1.03B). FSMDX pays higher dividends than LVOYX: FSMDX (1.20) vs LVOYX (0.22). FSMDX was incepted earlier than LVOYX: FSMDX (14 years) vs LVOYX (19 years). LVOYX (0.93) is less costly to investors than FSMDX (0.03). LVOYX is a more actively managed with annual turnover of: 33.00 vs. FSMDX (8.00). 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 : 2.40 vs. LVOYX (-9.41). FSMDX return over 5 years is better than : 72.10 vs. LVOYX (17.45).
| FSMDX | LVOYX | FSMDX / LVOYX | |
| Total Expense Ratio | 0.03 | 0.93 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.93 | 3% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -8.706 | -13.522 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.03B | 3,661% |
| Annual Yield % from dividends | 1.20 | 0.22 | 547% |
| Returns for 1 year | 2.40 | -9.41 | -25% |
| Returns for 3 years | 8.88 | -11.64 | -76% |
| Returns for 5 years | 72.10 | 17.45 | 413% |
| Returns for 10 years | 85.36 | -15.33 | -557% |
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