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FSMAX vs LVORX
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
Fidelity Extended Market Index
Price$100.73
Change-$0.08 (-0.08%)
VolumeN/A
Net Assets41.05B
Lord Abbett Value Opportunities R3
Price$17.81
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets1.13B
FSMAX vs LVORX Comparison Chart in %
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FSMAX vs. LVORX commentary
Sep 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 LVORX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LVORX (1.13B). FSMAX pays higher dividends than LVORX: FSMAX (0.44) vs LVORX (0.00). FSMAX was incepted earlier than LVORX: FSMAX (14 years) vs LVORX (18 years). LVORX (1.44) is less costly to investors than FSMAX (0.04). LVORX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX (0) and LVORX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.87 vs. LVORX (-4.95). FSMAX return over 5 years is better than : 60.22 vs. LVORX (10.18).
| FSMAX | LVORX | FSMAX / LVORX | |
| Total Expense Ratio | 0.04 | 1.44 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.44 | 2% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 10.926 | 0.337 | 3,241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.13B | 3,619% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 18.87 | -4.95 | -381% |
| Returns for 3 years | 57.27 | 11.69 | 490% |
| Returns for 5 years | 60.22 | 10.18 | 592% |
| Returns for 10 years | 103.30 | -5.40 | -1,914% |
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