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FSMAX vs LVOAX
FSMAX vs LVOAX Comparison
Open Charts FSMAX vs LVOAX
Fidelity Extended Market Index
Price$96.39
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities A
Price$18.72
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVOAX Comparison Chart in %
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FSMAX vs. LVOAX commentary
Jul 30, 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 Buy.
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 : 13.53 vs. LVOAX (-4.96). FSMAX return over 5 years is better than : 57.98 vs. LVOAX (11.21).
| 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 | 6.195 | -0.741 | -836% |
| 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 | 13.53 | -4.96 | -273% |
| Returns for 3 years | 44.35 | 4.47 | 992% |
| Returns for 5 years | 57.98 | 11.21 | 517% |
| Returns for 10 years | 83.77 | -7.42 | -1,129% |
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