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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
Lord Abbett Value Opportunities F3
Price$20.12
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOOX Comparison Chart in %
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FSMAX vs. LVOOX commentary
Aug 17, 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 LVOOX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. LVOOX (1.12B). FSMAX pays higher dividends than LVOOX: FSMAX (0.46) vs LVOOX (0.20). FSMAX was incepted earlier than LVOOX: FSMAX (14 years) vs LVOOX (8 years). LVOOX (0.84) is less costly to investors than FSMAX (0.04). LVOOX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX (0) and LVOOX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 16.65 vs. LVOOX (-4.74). FSMAX return over 5 years is better than : 52.87 vs. LVOOX (11.41).
| FSMAX | LVOOX | FSMAX / LVOOX | |
| Total Expense Ratio | 0.04 | 0.84 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.84 | 4% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 6.140 | -1.758 | -349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.12B | 3,548% |
| Annual Yield % from dividends | 0.46 | 0.20 | 229% |
| Returns for 1 year | 16.65 | -4.74 | -351% |
| Returns for 3 years | 34.54 | 1.62 | 2,135% |
| Returns for 5 years | 52.87 | 11.41 | 463% |
| Returns for 10 years | 84.94 | N/A | - |
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