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FSMAX vs LVOFX
FSMAX vs LVOFX Comparison
Open Charts FSMAX vs LVOFX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Lord Abbett Value Opportunities F
Price$20.18
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets1.34B
FSMAX vs LVOFX Comparison Chart
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FSMAX vs. LVOFX commentary
Jan 19, 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: 40.8B vs. LVOFX (1.34B). FSMAX pays higher dividends than LVOFX: FSMAX (1.10) vs LVOFX (0.20). FSMAX was incepted earlier than LVOFX: FSMAX (13 years) vs LVOFX (17 years). LVOFX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (18.00). FSMAX (0) and LVOFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 26.14 vs. LVOFX (13.42). FSMAX return over 5 years is better than : 48.39 vs. LVOFX (9.52).
| FSMAX | LVOFX | FSMAX / LVOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 3.994 | 2.907 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 1.34B | 3,036% |
| Annual Yield % from dividends | 1.10 | 0.20 | 557% |
| Returns for 1 year | 26.14 | 13.42 | 195% |
| Returns for 3 years | 21.40 | -3.45 | -621% |
| Returns for 5 years | 48.39 | 9.52 | 508% |
| Returns for 10 years | 90.18 | 6.12 | 1,473% |