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FSMAX vs LVOFX
FSMAX vs LVOFX Comparison
Open Charts FSMAX vs LVOFX
Fidelity Extended Market Index
Price$95.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities F
Price$19.28
Change+$0.23 (+1.21%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOFX Comparison Chart in %
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FSMAX vs. LVOFX commentary
Jul 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 Buy and LVOFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. LVOFX (1.12B). FSMAX pays higher dividends than LVOFX: FSMAX (0.47) 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 : 12.57 vs. LVOFX (-6.62). FSMAX return over 5 years is better than : 59.70 vs. LVOFX (13.64).
| 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 | 5.161 | -2.856 | -181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 1.12B | 3,500% |
| Annual Yield % from dividends | 0.47 | 0.11 | 435% |
| Returns for 1 year | 12.57 | -6.62 | -190% |
| Returns for 3 years | 54.50 | 12.83 | 425% |
| Returns for 5 years | 59.70 | 13.64 | 438% |
| Returns for 10 years | 80.30 | -6.84 | -1,174% |
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