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FSMAX vs LVOFX
FSMAX vs LVOFX Comparison
Open Charts FSMAX vs LVOFX
Fidelity Extended Market Index
Price$100.57
Change-$0.96 (-0.95%)
VolumeN/A
Net Assets41.05B
Lord Abbett Value Opportunities F
Price$19.73
Change-$0.24 (-1.20%)
VolumeN/A
Net Assets1.13B
FSMAX vs LVOFX Comparison Chart in %
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FSMAX vs. LVOFX commentary
Sep 16, 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 LVOFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LVOFX (1.13B). FSMAX pays higher dividends than LVOFX: FSMAX (0.44) vs LVOFX (0.11). FSMAX was incepted earlier than LVOFX: FSMAX (14 years) vs LVOFX (18 years). LVOFX (1.04) is less costly to investors than FSMAX (0.04). LVOFX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX (0) and LVOFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 21.46 vs. LVOFX (-1.79). FSMAX return over 5 years is better than : 64.88 vs. LVOFX (17.21).
| FSMAX | LVOFX | FSMAX / LVOFX | |
| Total Expense Ratio | 0.04 | 1.04 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.04 | 3% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 10.662 | 0.612 | 1,742% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.13B | 3,632% |
| Annual Yield % from dividends | 0.44 | 0.11 | 421% |
| Returns for 1 year | 21.46 | -1.79 | -1,196% |
| Returns for 3 years | 53.55 | 11.65 | 460% |
| Returns for 5 years | 64.88 | 17.21 | 377% |
| Returns for 10 years | 102.21 | 1.49 | 6,868% |
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