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FSMAX vs LMORX
FSMAX vs LMORX Comparison
Open Charts FSMAX vs LMORX
Fidelity Extended Market Index
Price$92.50
Change-$1.21 (-1.29%)
VolumeN/A
CapitalizationN/A
Patient Opportunity R
Price$37.65
Change-$0.44 (-1.16%)
VolumeN/A
CapitalizationN/A
FSMAX vs LMORX Comparison Chart
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FSMAX vs. LMORX commentary
Nov 18, 2024
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 FSMAX is a StrongSell and LMORX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. LMORX (1.59B). FSMAX pays higher dividends than LMORX: FSMAX (1.10) vs LMORX (0.00). FSMAX was incepted earlier than LMORX: FSMAX (13 years) vs LMORX (18 years). LMORX is a more actively managed with annual turnover of: 40.00 vs. FSMAX (18.00). FSMAX (0) and LMORX (0) have matching initial minimum investment requirements. LMORX annual gain was more profitable for investors over the last year : 48.35 vs. FSMAX (35.21). FSMAX return over 5 years is better than : 51.19 vs. LMORX (38.11).
| FSMAX | LMORX | FSMAX / LMORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 18.499 | 26.046 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 1.59B | 2,511% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 35.21 | 48.35 | 73% |
| Returns for 3 years | -0.08 | -14.80 | 1% |
| Returns for 5 years | 51.19 | 38.11 | 134% |
| Returns for 10 years | 81.58 | 93.77 | 87% |