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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$94.67
Change-$0.21 (-0.22%)
VolumeN/A
Net Assets39.63B
Lord Abbett Value Opportunities R5
Price$19.74
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVOTX Comparison Chart in %
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FSMAX vs. LVOTX commentary
Aug 11, 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 LVOTX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. LVOTX (1.11B). FSMAX pays higher dividends than LVOTX: FSMAX (0.46) vs LVOTX (0.21). 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 : 18.22 vs. LVOTX (-3.01). FSMAX return over 5 years is better than : 50.90 vs. LVOTX (10.75).
| 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 | 4.170 | -2.326 | -179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.11B | 3,558% |
| Annual Yield % from dividends | 0.46 | 0.21 | 225% |
| Returns for 1 year | 18.22 | -3.01 | -606% |
| Returns for 3 years | 39.44 | 5.81 | 679% |
| Returns for 5 years | 50.90 | 10.75 | 474% |
| Returns for 10 years | 82.73 | -3.81 | -2,169% |