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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Lord Abbett Value Opportunities F3
Price$18.83
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets1.08B
FSMAX vs LVOOX Comparison Chart
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FSMAX vs. LVOOX commentary
May 09, 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 StrongBuy and LVOOX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. LVOOX (1.08B). FSMAX pays higher dividends than LVOOX: FSMAX (0.54) vs LVOOX (0.22). 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 : 3.90 vs. LVOOX (-8.53). FSMAX return over 5 years is better than : 60.52 vs. LVOOX (19.01).
| 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 | -7.989 | -8.203 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 1.08B | 3,321% |
| Annual Yield % from dividends | 0.54 | 0.22 | 245% |
| Returns for 1 year | 3.90 | -8.53 | -46% |
| Returns for 3 years | 32.38 | 1.91 | 1,693% |
| Returns for 5 years | 60.52 | 19.01 | 318% |
| Returns for 10 years | 59.20 | N/A | - |
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