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FSMAX vs LVOAX
FSMAX vs LVOAX Comparison
Open Charts FSMAX vs LVOAX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Lord Abbett Value Opportunities A
Price$17.54
Change-$0.27 (-1.52%)
VolumeN/A
Net Assets1.08B
FSMAX vs LVOAX Comparison Chart
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FSMAX vs. LVOAX commentary
Jun 15, 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: 37.6B vs. LVOAX (1.08B). FSMAX pays higher dividends than LVOAX: FSMAX (0.50) vs LVOAX (0.00). FSMAX was incepted earlier than LVOAX: FSMAX (14 years) vs LVOAX (19 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 : 11.48 vs. LVOAX (-6.50). FSMAX return over 5 years is better than : 60.48 vs. LVOAX (11.22).
| 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 | 19 years | - |
| Gain YTD | -2.080 | -7.196 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.08B | 3,475% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.48 | -6.50 | -177% |
| Returns for 3 years | 47.57 | 5.99 | 794% |
| Returns for 5 years | 60.48 | 11.22 | 539% |
| Returns for 10 years | 66.64 | -15.03 | -444% |
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