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FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
Open Charts FSMAX vs LVOSX
Fidelity Extended Market Index
Price$89.81
Change-$0.04 (-0.04%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities R4
Price$20.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FSMAX vs LVOSX Comparison Chart
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FSMAX vs. LVOSX commentary
Oct 18, 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 Buy and LVOSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.8B vs. LVOSX (1.41B). FSMAX pays higher dividends than LVOSX: FSMAX (1.10) vs LVOSX (0.11). FSMAX was incepted earlier than LVOSX: FSMAX (13 years) vs LVOSX (9 years). LVOSX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (18.00). FSMAX (0) and LVOSX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 35.51 vs. LVOSX (28.84). FSMAX return over 5 years is better than : 53.32 vs. LVOSX (12.00).
| FSMAX | LVOSX | FSMAX / LVOSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 15.053 | 16.648 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8B | 1.41B | 2,956% |
| Annual Yield % from dividends | 1.10 | 0.11 | 971% |
| Returns for 1 year | 35.51 | 28.84 | 123% |
| Returns for 3 years | 1.43 | -12.45 | -12% |
| Returns for 5 years | 53.32 | 12.00 | 444% |
| Returns for 10 years | 88.78 | N/A | - |
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