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FSMAX vs LVORX ᐉ Comparison: Which is Better to Invest?
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
Fidelity® Extended Market Index
Price$73.26
Change+$1.81 (+2.53%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities R3
Price$15.86
Change+$0.32 (+2.06%)
VolumeN/A
CapitalizationN/A
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FSMAX vs LVORX Comparison Chart
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FSMAX vs. LVORX commentary
Dec 03, 2023
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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 32.9B vs. LVORX (1.18B). FSMAX pays higher dividends than LVORX: FSMAX (1.30) vs LVORX (0.00). FSMAX was incepted earlier than LVORX: FSMAX (12 years) vs LVORX (16 years). LVORX (1.41) is less costly to investors than FSMAX (0.04). LVORX is a more actively managed with annual turnover of: 40.00 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 : 8.63 vs. LVORX (2.65). FSMAX return over 5 years is better than : 21.77 vs. LVORX (-8.37).
| FSMAX | LVORX | FSMAX / LVORX | |
| Total Expense Ratio | 0.04 | 1.41 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.41 | 2% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 16.400 | 8.482 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9B | 1.18B | 2,791% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | 8.63 | 2.65 | 325% |
| Returns for 3 years | -4.23 | -10.08 | 42% |
| Returns for 5 years | 21.77 | -8.37 | -260% |
| Returns for 10 years | 52.09 | -18.29 | -285% |
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