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FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
Open Charts FSMAX vs LVOSX
Fidelity Extended Market Index
Price$94.88
Change-$0.07 (-0.07%)
VolumeN/A
Net Assets39.63B
Lord Abbett Value Opportunities R4
Price$18.34
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOSX Comparison Chart in %
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FSMAX vs. LVOSX commentary
Aug 08, 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: 39.6B vs. LVOSX (1.12B). 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 : 21.74 vs. LVOSX (-1.12). FSMAX return over 5 years is better than : 51.34 vs. LVOSX (8.16).
| 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 | 4.478 | -2.121 | -211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.12B | 3,539% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 21.74 | -1.12 | -1,933% |
| Returns for 3 years | 37.63 | 3.44 | 1,094% |
| Returns for 5 years | 51.34 | 8.16 | 629% |
| Returns for 10 years | 81.66 | -8.97 | -910% |