Interact to see
Advertisement
Advertisement
FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$96.78
Change+$0.13 (+0.13%)
VolumeN/A
Net Assets41.46B
Lord Abbett Value Opportunities R5
Price$19.73
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.07B
FSMAX vs LVOTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. LVOTX commentary
Nov 20, 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: 41.5B vs. LVOTX (1.07B). FSMAX pays higher dividends than LVOTX: FSMAX (0.43) 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 (15.00). FSMAX (0) and LVOTX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 4.46 vs. LVOTX (-10.93). FSMAX return over 5 years is better than : 33.47 vs. LVOTX (-1.24).
| 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 | 6.349 | -2.474 | -257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 1.07B | 3,882% |
| Annual Yield % from dividends | 0.43 | 0.21 | 210% |
| Returns for 1 year | 4.46 | -10.93 | -41% |
| Returns for 3 years | 49.71 | 8.42 | 591% |
| Returns for 5 years | 33.47 | -1.24 | -2,693% |
| Returns for 10 years | 93.83 | 0.11 | 84,579% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement