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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$100.73
Change-$0.08 (-0.08%)
VolumeN/A
Net Assets41.05B
Lord Abbett Value Opportunities R5
Price$20.23
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets1.13B
FSMAX vs LVOTX Comparison Chart in %
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FSMAX vs. LVOTX commentary
Sep 18, 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 Buy and LVOTX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LVOTX (1.13B). FSMAX pays higher dividends than LVOTX: FSMAX (0.44) vs LVOTX (0.20). FSMAX was incepted earlier than LVOTX: FSMAX (14 years) vs LVOTX (10 years). LVOTX (0.94) is less costly to investors than FSMAX (0.04). LVOTX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX (0) and LVOTX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.16 vs. LVOTX (-4.47). FSMAX return over 5 years is better than : 60.51 vs. LVOTX (16.96).
| FSMAX | LVOTX | FSMAX / LVOTX | |
| Total Expense Ratio | 0.04 | 0.94 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.94 | 4% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 10.838 | 0.396 | 2,738% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.13B | 3,619% |
| Annual Yield % from dividends | 0.44 | 0.20 | 219% |
| Returns for 1 year | 18.16 | -4.47 | -406% |
| Returns for 3 years | 57.15 | 14.62 | 391% |
| Returns for 5 years | 60.51 | 16.96 | 357% |
| Returns for 10 years | 103.14 | 4.20 | 2,456% |
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