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FSMAX vs LVOFX
FSMAX vs LVOFX Comparison
Open Charts FSMAX vs LVOFX
Fidelity Extended Market Index
Price$89.67
Change-$0.17 (-0.19%)
VolumeN/A
Net Assets37.61B
Lord Abbett Value Opportunities F
Price$18.30
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets1.09B
FSMAX vs LVOFX Comparison Chart in %
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FSMAX vs. LVOFX commentary
Jun 22, 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 StrongBuy and LVOFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. LVOFX (1.09B). FSMAX pays higher dividends than LVOFX: FSMAX (0.50) 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 : 13.04 vs. LVOFX (-5.48). FSMAX return over 5 years is better than : 57.14 vs. LVOFX (12.23).
| 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 | -1.331 | -6.680 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.09B | 3,465% |
| Annual Yield % from dividends | 0.50 | 0.11 | 443% |
| Returns for 1 year | 13.04 | -5.48 | -238% |
| Returns for 3 years | 48.76 | 10.34 | 472% |
| Returns for 5 years | 57.14 | 12.23 | 467% |
| Returns for 10 years | 65.12 | -12.86 | -506% |
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