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FSMAX vs LVOQX
FSMAX vs LVOQX Comparison
Open Charts FSMAX vs LVOQX
Fidelity Extended Market Index
Price$95.57
Change+$1.10 (+1.16%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities R2
Price$16.83
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVOQX Comparison Chart in %
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FSMAX vs. LVOQX commentary
Jul 18, 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: 39.2B vs. LVOQX (1.11B). FSMAX pays higher dividends than LVOQX: FSMAX (0.47) 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 : 11.27 vs. LVOQX (-9.22). FSMAX return over 5 years is better than : 57.86 vs. LVOQX (7.51).
| 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 | 3.950 | -3.571 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 1.11B | 3,519% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 11.27 | -9.22 | -122% |
| Returns for 3 years | 52.72 | 8.98 | 587% |
| Returns for 5 years | 57.86 | 7.51 | 770% |
| Returns for 10 years | 78.23 | -16.02 | -488% |
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