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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
Fidelity Extended Market Index
Price$87.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities F3
Price$21.95
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FSMAX vs LVOOX Comparison Chart
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FSMAX vs. LVOOX commentary
Sep 20, 2024
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 LVOOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. LVOOX (1.28B). FSMAX pays higher dividends than LVOOX: FSMAX (1.10) vs LVOOX (0.31). FSMAX was incepted earlier than LVOOX: FSMAX (13 years) vs LVOOX (7 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 : 23.73 vs. LVOOX (20.73). FSMAX return over 5 years is better than : 44.02 vs. LVOOX (11.90).
| FSMAX | LVOOX | FSMAX / LVOOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 9.775 | 13.018 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 1.28B | 3,281% |
| Annual Yield % from dividends | 1.10 | 0.31 | 352% |
| Returns for 1 year | 23.73 | 20.73 | 115% |
| Returns for 3 years | -1.61 | -9.91 | 16% |
| Returns for 5 years | 44.02 | 11.90 | 370% |
| Returns for 10 years | 70.23 | N/A | - |