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FSMAX vs LVOFX
FSMAX vs LVOFX Comparison
Open Charts FSMAX vs LVOFX
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
Lord Abbett Value Opportunities F
Price$19.62
Change-$0.18 (-0.91%)
VolumeN/A
Net Assets1.13B
FSMAX vs LVOFX Comparison Chart in %
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FSMAX vs. LVOFX commentary
Oct 09, 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: 41.4B 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 : 19.58 vs. LVOFX (-4.90). FSMAX return over 5 years is better than : 53.17 vs. LVOFX (9.22).
| 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 | 13.072 | 0.969 | 1,349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 1.13B | 3,670% |
| Annual Yield % from dividends | 0.44 | 0.11 | 414% |
| Returns for 1 year | 19.58 | -4.90 | -400% |
| Returns for 3 years | 70.02 | 20.33 | 344% |
| Returns for 5 years | 53.17 | 9.22 | 576% |
| Returns for 10 years | 107.23 | 0.77 | 13,871% |
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