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FSMAX vs LVOAX
FSMAX vs LVOAX Comparison
Open Charts FSMAX vs LVOAX
Fidelity Extended Market Index
Price$74.62
Change-$4.12 (-5.23%)
VolumeN/A
Net Assets36.55B
Lord Abbett Value Opportunities A
Price$15.86
Change-$0.80 (-4.80%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVOAX Comparison Chart
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FSMAX vs. LVOAX commentary
Apr 05, 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 Hold and LVOAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. LVOAX (1.11B). FSMAX pays higher dividends than LVOAX: FSMAX (0.53) vs LVOAX (0.00). FSMAX was incepted earlier than LVOAX: FSMAX (14 years) vs LVOAX (19 years). LVOAX (1.18) 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 : 3.80 vs. LVOAX (-7.08). FSMAX return over 5 years is better than : 106.28 vs. LVOAX (45.70).
| FSMAX | LVOAX | FSMAX / LVOAX | |
| Total Expense Ratio | 0.04 | 1.18 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.18 | 3% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -6.855 | -5.608 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 1.11B | 3,285% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 3.80 | -7.08 | -54% |
| Returns for 3 years | 8.54 | -8.40 | -102% |
| Returns for 5 years | 106.28 | 45.70 | 233% |
| Returns for 10 years | 57.10 | -12.60 | -453% |
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