Ad is loading...
FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
Lord Abbett Value Opportunities R5
Price$19.95
Change-$0.50 (-2.44%)
VolumeN/A
Net Assets1.27B
FSMAX vs LVOTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. LVOTX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. LVOTX (1.27B). FSMAX pays higher dividends than LVOTX: FSMAX (1.10) vs LVOTX (0.31). FSMAX was incepted earlier than LVOTX: FSMAX (13 years) vs LVOTX (10 years). LVOTX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (18.00). FSMAX (0) and LVOTX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 15.39 vs. LVOTX (1.66). FSMAX return over 5 years is better than : 41.45 vs. LVOTX (6.75).
| FSMAX | LVOTX | FSMAX / LVOTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 0.341 | -1.286 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 1.27B | 3,299% |
| Annual Yield % from dividends | 1.10 | 0.31 | 359% |
| Returns for 1 year | 15.39 | 1.66 | 924% |
| Returns for 3 years | 24.35 | -1.33 | -1,835% |
| Returns for 5 years | 41.45 | 6.75 | 614% |
| Returns for 10 years | 72.15 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...