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FSMDX vs LVOAX
FSMDX vs LVOAX Comparison
Open Charts FSMDX vs LVOAX
Fidelity Mid Cap Index
Price$38.47
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets46.87B
Lord Abbett Value Opportunities A
Price$18.92
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets1.11B
FSMDX vs LVOAX Comparison Chart in %
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FSMDX vs. LVOAX commentary
Feb 05, 2026
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 LVOAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. LVOAX (1.11B). FSMDX pays higher dividends than LVOAX: FSMDX (1.07) vs LVOAX (0.22). FSMDX was incepted earlier than LVOAX: FSMDX (14 years) vs LVOAX (20 years). LVOAX (1.19) is less costly to investors than FSMDX (0.03). LVOAX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than LVOAX: FSMDX (0) vs LVOAX (1500). FSMDX annual gain was more profitable for investors over the last year : 10.78 vs. LVOAX (-1.98). FSMDX return over 5 years is better than : 44.63 vs. LVOAX (-6.40).
| FSMDX | LVOAX | FSMDX / LVOAX | |
| Total Expense Ratio | 0.03 | 1.19 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.19 | 2% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 3.683 | 5.028 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 1.11B | 4,210% |
| Annual Yield % from dividends | 1.07 | 0.22 | 490% |
| Returns for 1 year | 10.78 | -1.98 | -544% |
| Returns for 3 years | 39.55 | 10.86 | 364% |
| Returns for 5 years | 44.63 | -6.40 | -698% |
| Returns for 10 years | 187.08 | 15.94 | 1,173% |
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