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FSMAX vs LVOCX
FSMAX vs LVOCX Comparison
Open Charts FSMAX vs LVOCX
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
Lord Abbett Value Opportunities C
Price$14.54
Change-$0.14 (-0.95%)
VolumeN/A
Net Assets1.13B
FSMAX vs LVOCX Comparison Chart in %
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FSMAX vs. LVOCX commentary
Oct 09, 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: 41.4B vs. LVOCX (1.13B). FSMAX pays higher dividends than LVOCX: FSMAX (0.44) vs LVOCX (0.00). FSMAX was incepted earlier than LVOCX: FSMAX (14 years) vs LVOCX (20 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 : 19.58 vs. LVOCX (-7.56). FSMAX return over 5 years is better than : 53.17 vs. LVOCX (-3.04).
| 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 | 20 years | - |
| Gain YTD | 13.072 | 0.342 | 3,825% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 1.13B | 3,670% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 19.58 | -7.56 | -259% |
| Returns for 3 years | 70.02 | 12.75 | 549% |
| Returns for 5 years | 53.17 | -3.04 | -1,750% |
| Returns for 10 years | 107.23 | -19.16 | -560% |
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