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FSMAX vs LVORX
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities R3
Price$17.65
Change+$0.14 (+0.80%)
VolumeN/A
Net Assets1.13B
FSMAX vs LVORX Comparison Chart in %
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FSMAX vs. LVORX commentary
Jul 26, 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 StrongBuy and LVORX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. LVORX (1.13B). FSMAX pays higher dividends than LVORX: FSMAX (0.47) 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 : 14.55 vs. LVORX (-5.35). FSMAX return over 5 years is better than : 60.82 vs. LVORX (9.99).
| 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 | 5.480 | -1.629 | -336% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 1.13B | 3,466% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 14.55 | -5.35 | -272% |
| Returns for 3 years | 50.71 | 7.03 | 721% |
| Returns for 5 years | 60.82 | 9.99 | 609% |
| Returns for 10 years | 84.87 | -11.06 | -767% |
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