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FSMAX vs LVORX
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities R3
Price$19.09
Change-$0.15 (-0.78%)
VolumeN/A
CapitalizationN/A
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FSMAX vs LVORX Comparison Chart
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FSMAX vs. LVORX 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 LVORX is a StrongBuy.
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 : 28.78 vs. LVORX (23.88). FSMAX return over 5 years is better than : 45.86 vs. LVORX (6.71).
| 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 | 11.184 | 13.834 | 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 | 23.88 | 121% |
| Returns for 3 years | 1.47 | -10.84 | -14% |
| Returns for 5 years | 45.86 | 6.71 | 684% |
| Returns for 10 years | 76.52 | -8.21 | -932% |
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