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FSMAX vs LVOFX
FSMAX vs LVOFX Comparison
Open Charts FSMAX vs LVOFX
Fidelity Extended Market Index
Price$89.08
Change+$0.79 (+0.89%)
VolumeN/A
Net Assets36.02B
Lord Abbett Value Opportunities F
Price$18.55
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOFX Comparison Chart
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FSMAX vs. LVOFX commentary
May 14, 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: 36B vs. LVOFX (1.12B). FSMAX pays higher dividends than LVOFX: FSMAX (0.54) vs LVOFX (0.12). 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 : 9.07 vs. LVOFX (-6.41). FSMAX return over 5 years is better than : 79.28 vs. LVOFX (27.74).
| 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 | -2.850 | -5.456 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 1.12B | 3,226% |
| Annual Yield % from dividends | 0.54 | 0.12 | 463% |
| Returns for 1 year | 9.07 | -6.41 | -141% |
| Returns for 3 years | 36.09 | 2.32 | 1,556% |
| Returns for 5 years | 79.28 | 27.74 | 286% |
| Returns for 10 years | 66.65 | -9.72 | -685% |
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