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FSMAX vs LVOCX
FSMAX vs LVOCX Comparison
Open Charts FSMAX vs LVOCX
Fidelity Extended Market Index
Price$89.47
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets37.61B
Lord Abbett Value Opportunities C
Price$13.58
Change-$0.07 (-0.51%)
VolumeN/A
Net Assets1.09B
FSMAX vs LVOCX Comparison Chart
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FSMAX vs. LVOCX commentary
Jun 07, 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 LVOCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. LVOCX (1.09B). FSMAX pays higher dividends than LVOCX: FSMAX (0.50) vs LVOCX (0.00). FSMAX was incepted earlier than LVOCX: FSMAX (14 years) vs LVOCX (19 years). LVOCX (1.94) is less costly to investors than FSMAX (0.04). LVOCX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). 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 : 11.51 vs. LVOCX (-9.00). FSMAX return over 5 years is better than : 51.40 vs. LVOCX (-6.83).
| FSMAX | LVOCX | FSMAX / LVOCX | |
| Total Expense Ratio | 0.04 | 1.94 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.94 | 2% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -1.540 | -6.699 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.09B | 3,450% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.51 | -9.00 | -128% |
| Returns for 3 years | 32.40 | -9.42 | -344% |
| Returns for 5 years | 51.40 | -6.83 | -753% |
| Returns for 10 years | 69.19 | -27.74 | -249% |
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