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FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
Open Charts FSMAX vs LVOSX
Fidelity Extended Market Index
Price$99.75
Change+$0.63 (+0.64%)
VolumeN/A
Net Assets39.63B
Lord Abbett Value Opportunities R4
Price$18.90
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets1.13B
FSMAX vs LVOSX Comparison Chart in %
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FSMAX vs. LVOSX commentary
Aug 30, 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 LVOSX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. LVOSX (1.13B). FSMAX pays higher dividends than LVOSX: FSMAX (0.46) vs LVOSX (0.00). FSMAX was incepted earlier than LVOSX: FSMAX (14 years) vs LVOSX (10 years). LVOSX (1.19) is less costly to investors than FSMAX (0.04). LVOSX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX (0) and LVOSX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 17.59 vs. LVOSX (-4.58). FSMAX return over 5 years is better than : 52.77 vs. LVOSX (10.78).
| FSMAX | LVOSX | FSMAX / LVOSX | |
| Total Expense Ratio | 0.04 | 1.19 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.19 | 3% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 9.067 | 0.424 | 2,138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.13B | 3,495% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 17.59 | -4.58 | -384% |
| Returns for 3 years | 48.67 | 8.56 | 569% |
| Returns for 5 years | 52.77 | 10.78 | 490% |
| Returns for 10 years | 100.52 | -1.64 | -6,137% |
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