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FSMDX vs LVOSX
FSMDX vs LVOSX Comparison
Open Charts FSMDX vs LVOSX
Fidelity Mid Cap Index
Price$38.79
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets45.79B
Lord Abbett Value Opportunities R4
Price$19.10
Change+$0.26 (+1.38%)
VolumeN/A
Net Assets1.13B
FSMDX vs LVOSX Comparison Chart in %
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FSMDX vs. LVOSX commentary
Jan 16, 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 Hold and LVOSX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. LVOSX (1.13B). FSMDX pays higher dividends than LVOSX: FSMDX (1.10) vs LVOSX (0.23). FSMDX was incepted earlier than LVOSX: FSMDX (14 years) vs LVOSX (11 years). LVOSX (1.19) is less costly to investors than FSMDX (0.03). LVOSX is a more actively managed with annual turnover of: 33.00 vs. FSMDX (15.00). FSMDX (0) and LVOSX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 12.99 vs. LVOSX (-0.73). FSMDX return over 5 years is better than : 47.49 vs. LVOSX (-4.70).
| FSMDX | LVOSX | FSMDX / LVOSX | |
| Total Expense Ratio | 0.03 | 1.19 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.19 | 2% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 4.387 | 6.883 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 1.13B | 4,057% |
| Annual Yield % from dividends | 1.10 | 0.23 | 470% |
| Returns for 1 year | 12.99 | -0.73 | -1,785% |
| Returns for 3 years | 46.09 | 17.84 | 258% |
| Returns for 5 years | 47.49 | -4.70 | -1,009% |
| Returns for 10 years | 188.64 | 18.68 | 1,010% |
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