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FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
Open Charts FSMAX vs LVOSX
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
Lord Abbett Value Opportunities R4
Price$17.72
Change+$0.15 (+0.85%)
VolumeN/A
Net Assets1.09B
FSMAX vs LVOSX Comparison Chart
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FSMAX vs. LVOSX commentary
Jun 07, 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 StrongBuy and LVOSX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. LVOSX (1.09B). FSMAX pays higher dividends than LVOSX: FSMAX (0.50) 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 : 11.97 vs. LVOSX (-7.04). FSMAX return over 5 years is better than : 51.39 vs. LVOSX (2.83).
| 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 | -1.551 | -6.840 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.09B | 3,450% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.97 | -7.04 | -170% |
| Returns for 3 years | 30.47 | -5.77 | -529% |
| Returns for 5 years | 51.39 | 2.83 | 1,818% |
| Returns for 10 years | 69.53 | N/A | - |
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