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FSMAX vs LVOCX
FSMAX vs LVOCX Comparison
Open Charts FSMAX vs LVOCX
Fidelity Extended Market Index
Price$94.47
Change+$0.80 (+0.85%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities C
Price$14.15
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVOCX Comparison Chart in %
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FSMAX vs. LVOCX commentary
Jul 18, 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: 39.2B vs. LVOCX (1.11B). FSMAX pays higher dividends than LVOCX: FSMAX (0.47) 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 : 11.27 vs. LVOCX (-10.66). FSMAX return over 5 years is better than : 57.86 vs. LVOCX (0.43).
| 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 | 3.950 | -3.759 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 1.11B | 3,519% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 11.27 | -10.66 | -106% |
| Returns for 3 years | 52.72 | 5.07 | 1,039% |
| Returns for 5 years | 57.86 | 0.43 | 13,520% |
| Returns for 10 years | 78.23 | -25.70 | -304% |