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FSMAX vs LVOFX
FSMAX vs LVOFX Comparison
Open Charts FSMAX vs LVOFX
Fidelity Extended Market Index
Price$96.79
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets41.46B
Lord Abbett Value Opportunities F
Price$18.88
Change-$0.20 (-1.05%)
VolumeN/A
Net Assets1.07B
FSMAX vs LVOFX Comparison Chart in %
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FSMAX vs. LVOFX commentary
Nov 21, 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: 41.5B vs. LVOFX (1.07B). FSMAX pays higher dividends than LVOFX: FSMAX (0.43) 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 (15.00). FSMAX (0) and LVOFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 3.21 vs. LVOFX (-11.87). FSMAX return over 5 years is better than : 33.54 vs. LVOFX (-2.41).
| 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 | 6.503 | -2.703 | -241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 1.07B | 3,893% |
| Annual Yield % from dividends | 0.43 | 0.11 | 403% |
| Returns for 1 year | 3.21 | -11.87 | -27% |
| Returns for 3 years | 51.11 | 7.91 | 646% |
| Returns for 5 years | 33.54 | -2.41 | -1,391% |
| Returns for 10 years | 93.50 | -2.45 | -3,816% |
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