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FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
Open Charts FSMAX vs LVOSX
Fidelity Extended Market Index
Price$92.50
Change-$1.21 (-1.29%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities R4
Price$20.78
Change-$0.26 (-1.24%)
VolumeN/A
CapitalizationN/A
FSMAX vs LVOSX Comparison Chart
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FSMAX vs. LVOSX commentary
Nov 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 StrongSell and LVOSX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. LVOSX (1.4B). 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 : 35.21 vs. LVOSX (26.88). FSMAX return over 5 years is better than : 51.19 vs. LVOSX (9.31).
| 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 | 18.499 | 17.667 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 1.4B | 2,853% |
| Annual Yield % from dividends | 1.10 | 0.11 | 971% |
| Returns for 1 year | 35.21 | 26.88 | 131% |
| Returns for 3 years | -0.08 | -15.79 | 1% |
| Returns for 5 years | 51.19 | 9.31 | 550% |
| Returns for 10 years | 81.58 | N/A | - |
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