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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$91.83
Change-$0.15 (-0.16%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities R5
Price$20.31
Change+$0.01 (+0.05%)
VolumeN/A
CapitalizationN/A
FSMAX vs LVOTX Comparison Chart
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FSMAX vs. LVOTX commentary
Dec 24, 2024
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: 44.5B vs. LVOTX (1.33B). FSMAX pays higher dividends than LVOTX: FSMAX (1.10) vs LVOTX (0.31). FSMAX was incepted earlier than LVOTX: FSMAX (13 years) vs LVOTX (9 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 : 18.15 vs. LVOTX (8.06). FSMAX return over 5 years is better than : 48.03 vs. LVOTX (11.16).
| FSMAX | LVOTX | FSMAX / LVOTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 18.210 | 8.004 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 1.33B | 3,358% |
| Annual Yield % from dividends | 1.10 | 0.31 | 359% |
| Returns for 1 year | 18.15 | 8.06 | 225% |
| Returns for 3 years | 8.44 | -8.38 | -101% |
| Returns for 5 years | 48.03 | 11.16 | 430% |
| Returns for 10 years | 79.31 | N/A | - |
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