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FSMDX vs LVOCX
FSMDX vs LVOCX Comparison
Open Charts FSMDX vs LVOCX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
Lord Abbett Value Opportunities C
Price$14.22
Change-$0.30 (-2.07%)
VolumeN/A
Net Assets1.12B
FSMDX vs LVOCX Comparison Chart in %
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FSMDX vs. LVOCX commentary
Feb 04, 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 LVOCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. LVOCX (1.12B). FSMDX pays higher dividends than LVOCX: FSMDX (1.07) vs LVOCX (0.00). FSMDX was incepted earlier than LVOCX: FSMDX (14 years) vs LVOCX (20 years). LVOCX (1.94) is less costly to investors than FSMDX (0.03). LVOCX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than LVOCX: FSMDX (0) vs LVOCX (1500). FSMDX annual gain was more profitable for investors over the last year : 10.78 vs. LVOCX (-4.24). FSMDX return over 5 years is better than : 44.63 vs. LVOCX (-16.35).
| FSMDX | LVOCX | FSMDX / LVOCX | |
| Total Expense Ratio | 0.03 | 1.94 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 1.94 | 1% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 3.683 | 4.945 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 1.12B | 4,188% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 10.78 | -4.24 | -254% |
| Returns for 3 years | 39.55 | 4.56 | 867% |
| Returns for 5 years | 44.63 | -16.35 | -273% |
| Returns for 10 years | 187.08 | -5.01 | -3,734% |
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