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FSMAX vs LVOCX
FSMAX vs LVOCX Comparison
Open Charts FSMAX vs LVOCX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
Lord Abbett Value Opportunities C
Price$14.42
Change-$0.36 (-2.44%)
VolumeN/A
Net Assets1.27B
FSMAX vs LVOCX Comparison Chart
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FSMAX vs. LVOCX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. LVOCX (1.27B). 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 : 15.39 vs. LVOCX (-1.44). FSMAX return over 5 years is better than : 41.45 vs. LVOCX (-6.30).
| 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 | 0.341 | -1.435 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 1.27B | 3,299% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 15.39 | -1.44 | -1,072% |
| Returns for 3 years | 24.35 | -8.09 | -301% |
| Returns for 5 years | 41.45 | -6.30 | -658% |
| Returns for 10 years | 72.15 | -23.70 | -304% |
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