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FSMAX vs LVORX
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
Lord Abbett Value Opportunities R3
Price$17.56
Change-$0.44 (-2.44%)
VolumeN/A
Net Assets1.3B
FSMAX vs LVORX Comparison Chart
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FSMAX vs. LVORX commentary
Feb 22, 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 LVORX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. LVORX (1.3B). FSMAX pays higher dividends than LVORX: FSMAX (1.10) vs LVORX (0.00). FSMAX was incepted earlier than LVORX: FSMAX (13 years) vs LVORX (17 years). LVORX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (18.00). FSMAX (0) and LVORX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 22.14 vs. LVORX (4.97). FSMAX return over 5 years is better than : 47.74 vs. LVORX (5.03).
| FSMAX | LVORX | FSMAX / LVORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 4.809 | 2.079 | 231% |
| 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 | 3,218% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 22.14 | 4.97 | 446% |
| Returns for 3 years | 27.91 | -2.10 | -1,328% |
| Returns for 5 years | 47.74 | 5.03 | 949% |
| Returns for 10 years | 79.88 | -8.59 | -929% |
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