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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Lord Abbett Value Opportunities F3
Price$19.04
Change-$0.29 (-1.50%)
VolumeN/A
Net Assets1.1B
FSMAX vs LVOOX Comparison Chart
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FSMAX vs. LVOOX commentary
Jun 14, 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: 37.6B vs. LVOOX (1.1B). FSMAX pays higher dividends than LVOOX: FSMAX (0.50) 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 : 13.41 vs. LVOOX (-4.27). FSMAX return over 5 years is better than : 63.25 vs. LVOOX (16.86).
| 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 | -0.385 | -5.615 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.1B | 3,418% |
| Annual Yield % from dividends | 0.50 | 0.21 | 234% |
| Returns for 1 year | 13.41 | -4.27 | -314% |
| Returns for 3 years | 50.12 | 9.69 | 517% |
| Returns for 5 years | 63.25 | 16.86 | 375% |
| Returns for 10 years | 69.53 | N/A | - |
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