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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Lord Abbett Value Opportunities F3
Price$21.08
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.34B
FSMAX vs LVOOX Comparison Chart
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FSMAX vs. LVOOX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. LVOOX (1.34B). 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 : 26.14 vs. LVOOX (13.91). FSMAX return over 5 years is better than : 48.39 vs. LVOOX (11.58).
| 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 | 3.994 | 2.930 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 1.34B | 3,036% |
| Annual Yield % from dividends | 1.10 | 0.31 | 352% |
| Returns for 1 year | 26.14 | 13.91 | 188% |
| Returns for 3 years | 21.40 | -2.45 | -873% |
| Returns for 5 years | 48.39 | 11.58 | 418% |
| Returns for 10 years | 90.18 | N/A | - |