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FSMAX vs LVOQX
FSMAX vs LVOQX Comparison
Open Charts FSMAX vs LVOQX
Fidelity Extended Market Index
Price$79.56
Change+$7.30 (+10.10%)
VolumeN/A
Net Assets36.55B
Lord Abbett Value Opportunities R2
Price$15.28
Change+$1.21 (+8.60%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVOQX Comparison Chart
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FSMAX vs. LVOQX 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 LVOQX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. LVOQX (1.11B). FSMAX pays higher dividends than LVOQX: FSMAX (0.53) vs LVOQX (0.00). FSMAX was incepted earlier than LVOQX: FSMAX (14 years) vs LVOQX (18 years). LVOQX (1.53) 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 : -11.84 vs. LVOQX (-20.91). FSMAX return over 5 years is better than : 52.02 vs. LVOQX (3.30).
| FSMAX | LVOQX | FSMAX / LVOQX | |
| Total Expense Ratio | 0.04 | 1.53 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.53 | 2% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | -20.489 | -18.952 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 1.11B | 3,300% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -11.84 | -20.91 | 57% |
| Returns for 3 years | -1.87 | -20.37 | 9% |
| Returns for 5 years | 52.02 | 3.30 | 1,575% |
| Returns for 10 years | 35.24 | -29.70 | -119% |
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