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FSMDX vs LVOSX
FSMDX vs LVOSX Comparison
Open Charts FSMDX vs LVOSX
Fidelity Mid Cap Index
Price$38.55
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets45.79B
Lord Abbett Value Opportunities R4
Price$18.84
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets1.13B
FSMDX vs LVOSX Comparison Chart in %
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FSMDX vs. LVOSX commentary
Jan 15, 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 : 14.17 vs. LVOSX (-1.00). FSMDX return over 5 years is better than : 47.23 vs. LVOSX (-6.00).
| 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 | 4.197 | 5.428 | 77% |
| 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 | 4,064% |
| Annual Yield % from dividends | 1.10 | 0.23 | 470% |
| Returns for 1 year | 14.17 | -1.00 | -1,419% |
| Returns for 3 years | 45.82 | 16.24 | 282% |
| Returns for 5 years | 47.23 | -6.00 | -787% |
| Returns for 10 years | 188.12 | 17.06 | 1,103% |
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