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FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
Open Charts FSMAX vs LVOSX
Fidelity Extended Market Index
Price$91.64
Change+$0.99 (+1.09%)
VolumeN/A
Net Assets40.78B
Lord Abbett Value Opportunities R4
Price$19.03
Change+$0.17 (+0.90%)
VolumeN/A
Net Assets1.31B
FSMAX vs LVOSX Comparison Chart
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FSMAX vs. LVOSX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. LVOSX (1.31B). FSMAX pays higher dividends than LVOSX: FSMAX (1.10) vs LVOSX (0.11). FSMAX was incepted earlier than LVOSX: FSMAX (13 years) vs LVOSX (10 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 : 21.13 vs. LVOSX (10.58). FSMAX return over 5 years is better than : 43.58 vs. LVOSX (5.81).
| FSMAX | LVOSX | FSMAX / LVOSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 0.836 | 0.901 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 1.31B | 3,115% |
| Annual Yield % from dividends | 1.10 | 0.11 | 971% |
| Returns for 1 year | 21.13 | 10.58 | 200% |
| Returns for 3 years | 14.43 | -8.52 | -169% |
| Returns for 5 years | 43.58 | 5.81 | 751% |
| Returns for 10 years | 83.90 | N/A | - |