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FSMAX vs LVOCX
FSMAX vs LVOCX Comparison
Open Charts FSMAX vs LVOCX
Fidelity Extended Market Index
Price$79.56
Change+$7.30 (+10.10%)
VolumeN/A
Net Assets36.55B
Lord Abbett Value Opportunities C
Price$12.86
Change+$1.02 (+8.61%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVOCX Comparison Chart
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FSMAX vs. LVOCX commentary
Apr 11, 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 Buy and LVOCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. LVOCX (1.11B). FSMAX pays higher dividends than LVOCX: FSMAX (0.53) vs LVOCX (0.00). FSMAX was incepted earlier than LVOCX: FSMAX (14 years) vs LVOCX (19 years). LVOCX (1.93) 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 : -11.84 vs. LVOCX (-22.21). FSMAX return over 5 years is better than : 52.02 vs. LVOCX (-3.58).
| FSMAX | LVOCX | FSMAX / LVOCX | |
| Total Expense Ratio | 0.04 | 1.93 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.93 | 2% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -20.489 | -19.070 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 1.11B | 3,300% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -11.84 | -22.21 | 53% |
| Returns for 3 years | -1.87 | -23.27 | 8% |
| Returns for 5 years | 52.02 | -3.58 | -1,452% |
| Returns for 10 years | 35.24 | -37.85 | -93% |
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