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FSMAX vs LVOAX
FSMAX vs LVOAX Comparison
Open Charts FSMAX vs LVOAX
Fidelity Extended Market Index
Price$94.10
Change-$0.99 (-1.04%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities A
Price$18.46
Change-$0.15 (-0.81%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVOAX Comparison Chart in %
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FSMAX vs. LVOAX commentary
Jul 08, 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 FSMAX is a StrongBuy and LVOAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. LVOAX (1.14B). FSMAX pays higher dividends than LVOAX: FSMAX (0.47) vs LVOAX (0.00). FSMAX was incepted earlier than LVOAX: FSMAX (14 years) vs LVOAX (20 years). LVOAX (1.19) is less costly to investors than FSMAX (0.04). LVOAX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than LVOAX: FSMAX (0) vs LVOAX (1500). FSMAX annual gain was more profitable for investors over the last year : 19.01 vs. LVOAX (0.27). FSMAX return over 5 years is better than : 62.92 vs. LVOAX (17.71).
| FSMAX | LVOAX | FSMAX / LVOAX | |
| Total Expense Ratio | 0.04 | 1.19 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.19 | 3% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 4.632 | -1.534 | -302% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 1.14B | 3,436% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 19.01 | 0.27 | 7,055% |
| Returns for 3 years | 50.72 | 11.65 | 436% |
| Returns for 5 years | 62.92 | 17.71 | 355% |
| Returns for 10 years | 80.91 | -8.11 | -997% |
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