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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$85.66
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Lord Abbett Value Opportunities R5
Price$21.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FSMAX vs LVOTX Comparison Chart
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FSMAX vs. LVOTX commentary
Sep 19, 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 StrongBuy and LVOTX is a StrongBuy.
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 (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 : 23.23 vs. LVOTX (20.39). FSMAX return over 5 years is better than : 43.58 vs. LVOTX (10.91).
| 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 | 9.736 | 12.951 | 75% |
| 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 | 3,291% |
| Annual Yield % from dividends | 1.10 | 0.31 | 359% |
| Returns for 1 year | 23.23 | 20.39 | 114% |
| Returns for 3 years | -1.64 | -10.30 | 16% |
| Returns for 5 years | 43.58 | 10.91 | 399% |
| Returns for 10 years | 70.17 | N/A | - |