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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
Lord Abbett Value Opportunities R5
Price$19.01
Change+$0.17 (+0.90%)
VolumeN/A
Net Assets1.09B
FSMAX vs LVOTX Comparison Chart
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FSMAX vs. LVOTX 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 LVOTX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. LVOTX (1.09B). FSMAX pays higher dividends than LVOTX: FSMAX (0.50) vs LVOTX (0.22). 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 : 11.97 vs. LVOTX (-6.47). FSMAX return over 5 years is better than : 51.39 vs. LVOTX (5.58).
| 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 | -1.551 | -6.779 | 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 | 0.22 | 230% |
| Returns for 1 year | 11.97 | -6.47 | -185% |
| Returns for 3 years | 30.47 | -4.37 | -697% |
| Returns for 5 years | 51.39 | 5.58 | 921% |
| Returns for 10 years | 69.53 | N/A | - |
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