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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
Fidelity Extended Market Index
Price$96.46
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities F3
Price$23.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FSMAX vs LVOOX Comparison Chart
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FSMAX vs. LVOOX commentary
Nov 12, 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 Buy and LVOOX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. LVOOX (1.45B). 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 : 46.02 vs. LVOOX (36.34). FSMAX return over 5 years is better than : 58.87 vs. LVOOX (18.62).
| 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 | 23.572 | 22.572 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 1.45B | 2,753% |
| Annual Yield % from dividends | 1.10 | 0.31 | 352% |
| Returns for 1 year | 46.02 | 36.34 | 127% |
| Returns for 3 years | 4.54 | -10.18 | -45% |
| Returns for 5 years | 58.87 | 18.62 | 316% |
| Returns for 10 years | 89.62 | N/A | - |
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