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FSMAX vs LVORX
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Lord Abbett Value Opportunities R3
Price$17.57
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVORX Comparison Chart in %
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FSMAX vs. LVORX commentary
Sep 05, 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: 41B vs. LVORX (1.12B). 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 : 18.89 vs. LVORX (-5.17). FSMAX return over 5 years is better than : 56.53 vs. LVORX (8.84).
| 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 | 8.253 | -1.067 | -773% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.12B | 3,664% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 18.89 | -5.17 | -365% |
| Returns for 3 years | 53.09 | 8.91 | 596% |
| Returns for 5 years | 56.53 | 8.84 | 640% |
| Returns for 10 years | 102.88 | -5.32 | -1,934% |
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