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FSMDX vs LVOFX
FSMDX vs LVOFX Comparison
Open Charts FSMDX vs LVOFX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
Lord Abbett Value Opportunities F
Price$19.55
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets1.11B
FSMDX vs LVOFX Comparison Chart in %
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FSMDX vs. LVOFX 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 LVOFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. LVOFX (1.11B). FSMDX pays higher dividends than LVOFX: FSMDX (1.07) vs LVOFX (0.34). FSMDX was incepted earlier than LVOFX: FSMDX (14 years) vs LVOFX (18 years). LVOFX (1.04) is less costly to investors than FSMDX (0.03). LVOFX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX (0) and LVOFX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 10.78 vs. LVOFX (-1.81). FSMDX return over 5 years is better than : 44.63 vs. LVOFX (-4.90).
| FSMDX | LVOFX | FSMDX / LVOFX | |
| Total Expense Ratio | 0.03 | 1.04 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.04 | 2% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 3.683 | 4.995 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 1.11B | 4,210% |
| Annual Yield % from dividends | 1.07 | 0.34 | 317% |
| Returns for 1 year | 10.78 | -1.81 | -596% |
| Returns for 3 years | 39.55 | 11.70 | 338% |
| Returns for 5 years | 44.63 | -4.90 | -911% |
| Returns for 10 years | 187.08 | 19.51 | 959% |
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