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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
Fidelity Extended Market Index
Price$79.56
Change+$7.30 (+10.10%)
VolumeN/A
Net Assets36.55B
Lord Abbett Value Opportunities F3
Price$18.05
Change+$1.43 (+8.60%)
VolumeN/A
Net Assets1.02B
FSMAX vs LVOOX Comparison Chart
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FSMAX vs. LVOOX commentary
Apr 11, 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: 36.5B vs. LVOOX (1.02B). FSMAX pays higher dividends than LVOOX: FSMAX (0.53) vs LVOOX (0.21). 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 : -11.84 vs. LVOOX (-19.56). FSMAX return over 5 years is better than : 52.02 vs. LVOOX (10.70).
| 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 | -20.489 | -18.848 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 1.02B | 3,582% |
| Annual Yield % from dividends | 0.53 | 0.21 | 248% |
| Returns for 1 year | -11.84 | -19.56 | 61% |
| Returns for 3 years | -1.87 | -17.22 | 11% |
| Returns for 5 years | 52.02 | 10.70 | 486% |
| Returns for 10 years | 35.24 | N/A | - |
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