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FSMAX vs LVOCX
FSMAX vs LVOCX Comparison
Open Charts FSMAX vs LVOCX
Fidelity Extended Market Index
Price$92.50
Change-$1.21 (-1.29%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities C
Price$16.41
Change-$0.21 (-1.26%)
VolumeN/A
CapitalizationN/A
FSMAX vs LVOCX Comparison Chart
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FSMAX vs. LVOCX commentary
Nov 18, 2024
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 StrongSell and LVOCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. LVOCX (1.4B). 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 : 35.21 vs. LVOCX (25.46). FSMAX return over 5 years is better than : 51.19 vs. LVOCX (-1.44).
| 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 | 18.499 | 16.880 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 1.4B | 2,853% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 35.21 | 25.46 | 138% |
| Returns for 3 years | -0.08 | -21.07 | 0% |
| Returns for 5 years | 51.19 | -1.44 | -3,551% |
| Returns for 10 years | 81.58 | -20.57 | -397% |
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