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FSMDX vs LVOSX
FSMDX vs LVOSX Comparison
Open Charts FSMDX vs LVOSX
Fidelity Mid Cap Index
Price$37.68
Change-$0.40 (-1.05%)
VolumeN/A
Net Assets45.78B
Lord Abbett Value Opportunities R4
Price$18.19
Change-$0.21 (-1.14%)
VolumeN/A
Net Assets1.12B
FSMDX vs LVOSX Comparison Chart in %
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FSMDX vs. LVOSX commentary
Dec 14, 2025
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 StrongBuy and LVOSX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. LVOSX (1.12B). FSMDX pays higher dividends than LVOSX: FSMDX (1.24) vs LVOSX (0.00). FSMDX was incepted earlier than LVOSX: FSMDX (14 years) vs LVOSX (10 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 : 5.30 vs. LVOSX (-8.28). FSMDX return over 5 years is better than : 49.97 vs. LVOSX (-0.89).
| 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 | 10 years | - |
| Gain YTD | 12.116 | -2.439 | -497% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 1.12B | 4,089% |
| Annual Yield % from dividends | 1.24 | 0.00 | - |
| Returns for 1 year | 5.30 | -8.28 | -64% |
| Returns for 3 years | 45.03 | 16.47 | 273% |
| Returns for 5 years | 49.97 | -0.89 | -5,622% |
| Returns for 10 years | 150.80 | 6.44 | 2,342% |
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