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FSMAX vs LVORX
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
Fidelity Extended Market Index
Price$79.56
Change+$7.30 (+10.10%)
VolumeN/A
Net Assets36.55B
Lord Abbett Value Opportunities R3
Price$15.67
Change+$1.24 (+8.59%)
VolumeN/A
Net Assets1.02B
FSMAX vs LVORX Comparison Chart
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FSMAX vs. LVORX commentary
Apr 11, 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: 36.5B vs. LVORX (1.02B). FSMAX pays higher dividends than LVORX: FSMAX (0.53) vs LVORX (0.00). FSMAX was incepted earlier than LVORX: FSMAX (14 years) vs LVORX (18 years). LVORX (1.43) 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 : -11.84 vs. LVORX (-20.71). FSMAX return over 5 years is better than : 52.02 vs. LVORX (4.49).
| FSMAX | LVORX | FSMAX / LVORX | |
| Total Expense Ratio | 0.04 | 1.43 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.43 | 2% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | -20.489 | -18.933 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 1.02B | 3,582% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -11.84 | -20.71 | 57% |
| Returns for 3 years | -1.87 | -19.88 | 9% |
| Returns for 5 years | 52.02 | 4.49 | 1,159% |
| Returns for 10 years | 35.24 | -28.31 | -124% |
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