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FSMAX vs LVOCX
FSMAX vs LVOCX Comparison
Open Charts FSMAX vs LVOCX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Lord Abbett Value Opportunities C
Price$15.05
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets1.34B
FSMAX vs LVOCX Comparison Chart
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FSMAX vs. LVOCX commentary
Jan 19, 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 LVOCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. LVOCX (1.34B). FSMAX pays higher dividends than LVOCX: FSMAX (1.10) vs LVOCX (0.00). FSMAX was incepted earlier than LVOCX: FSMAX (13 years) vs LVOCX (19 years). LVOCX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (18.00). FSMAX has a lower initial minimum investment than LVOCX: FSMAX (0) vs LVOCX (1500). FSMAX annual gain was more profitable for investors over the last year : 26.14 vs. LVOCX (10.26). FSMAX return over 5 years is better than : 48.39 vs. LVOCX (-2.84).
| FSMAX | LVOCX | FSMAX / LVOCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 3.994 | 2.871 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 1.34B | 3,036% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 26.14 | 10.26 | 255% |
| Returns for 3 years | 21.40 | -9.56 | -224% |
| Returns for 5 years | 48.39 | -2.84 | -1,704% |
| Returns for 10 years | 90.18 | -14.92 | -604% |
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