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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
Lord Abbett Value Opportunities F3
Price$20.22
Change-$0.50 (-2.41%)
VolumeN/A
Net Assets1.27B
FSMAX vs LVOOX Comparison Chart
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FSMAX vs. LVOOX commentary
Feb 23, 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 LVOOX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. LVOOX (1.27B). FSMAX pays higher dividends than LVOOX: FSMAX (1.10) vs LVOOX (0.31). FSMAX was incepted earlier than LVOOX: FSMAX (13 years) vs LVOOX (8 years). LVOOX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (18.00). FSMAX (0) and LVOOX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 15.39 vs. LVOOX (1.85). FSMAX return over 5 years is better than : 41.45 vs. LVOOX (7.59).
| FSMAX | LVOOX | FSMAX / LVOOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 0.341 | -1.270 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 1.27B | 3,299% |
| Annual Yield % from dividends | 1.10 | 0.31 | 352% |
| Returns for 1 year | 15.39 | 1.85 | 833% |
| Returns for 3 years | 24.35 | -0.87 | -2,815% |
| Returns for 5 years | 41.45 | 7.59 | 546% |
| Returns for 10 years | 72.15 | N/A | - |
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