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FSMAX vs LVOCX
FSMAX vs LVOCX Comparison
Open Charts FSMAX vs LVOCX
Fidelity Extended Market Index
Price$94.67
Change-$0.21 (-0.22%)
VolumeN/A
Net Assets39.63B
Lord Abbett Value Opportunities C
Price$14.20
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVOCX Comparison Chart in %
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FSMAX vs. LVOCX commentary
Aug 10, 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: 39.6B vs. LVOCX (1.11B). FSMAX pays higher dividends than LVOCX: FSMAX (0.46) 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 : 18.22 vs. LVOCX (-6.02). FSMAX return over 5 years is better than : 50.90 vs. LVOCX (-2.81).
| 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 | 4.170 | -2.939 | -142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.11B | 3,558% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 18.22 | -6.02 | -302% |
| Returns for 3 years | 39.44 | -1.46 | -2,706% |
| Returns for 5 years | 50.90 | -2.81 | -1,814% |
| Returns for 10 years | 82.73 | -24.55 | -337% |