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FSMAX vs LVOQX
FSMAX vs LVOQX Comparison
Open Charts FSMAX vs LVOQX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities R2
Price$18.65
Change-$0.14 (-0.75%)
VolumeN/A
CapitalizationN/A
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FSMAX vs LVOQX Comparison Chart
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FSMAX vs. LVOQX commentary
Sep 21, 2024
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 LVOQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. LVOQX (1.3B). FSMAX pays higher dividends than LVOQX: FSMAX (1.10) vs LVOQX (0.00). FSMAX was incepted earlier than LVOQX: FSMAX (13 years) vs LVOQX (17 years). LVOQX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (18.00). FSMAX (0) and LVOQX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 28.78 vs. LVOQX (23.67). FSMAX return over 5 years is better than : 45.86 vs. LVOQX (5.52).
| FSMAX | LVOQX | FSMAX / LVOQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 11.184 | 13.789 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 1.3B | 3,221% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 28.78 | 23.67 | 122% |
| Returns for 3 years | 1.47 | -11.44 | -13% |
| Returns for 5 years | 45.86 | 5.52 | 831% |
| Returns for 10 years | 76.52 | -9.92 | -771% |
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