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FSMAX vs LVOQX
FSMAX vs LVOQX Comparison
Open Charts FSMAX vs LVOQX
Fidelity Extended Market Index
Price$99.07
Change-$0.68 (-0.68%)
VolumeN/A
Net Assets39.63B
Lord Abbett Value Opportunities R2
Price$17.24
Change-$0.12 (-0.69%)
VolumeN/A
Net Assets1.13B
FSMAX vs LVOQX Comparison Chart in %
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FSMAX vs. LVOQX commentary
Sep 01, 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 LVOQX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. LVOQX (1.13B). FSMAX pays higher dividends than LVOQX: FSMAX (0.44) vs LVOQX (0.00). FSMAX was incepted earlier than LVOQX: FSMAX (14 years) vs LVOQX (18 years). LVOQX (1.54) is less costly to investors than FSMAX (0.04). LVOQX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX (0) and LVOQX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 16.83 vs. LVOQX (-6.86). FSMAX return over 5 years is better than : 52.70 vs. LVOQX (6.03).
| FSMAX | LVOQX | FSMAX / LVOQX | |
| Total Expense Ratio | 0.04 | 1.54 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.54 | 2% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 9.012 | -0.691 | -1,304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.13B | 3,495% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 16.83 | -6.86 | -245% |
| Returns for 3 years | 50.43 | 6.95 | 726% |
| Returns for 5 years | 52.70 | 6.03 | 874% |
| Returns for 10 years | 105.87 | -6.22 | -1,701% |
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