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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$94.47
Change+$0.80 (+0.85%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities R5
Price$19.65
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVOTX Comparison Chart in %
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FSMAX vs. LVOTX commentary
Jul 17, 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: 39.2B vs. LVOTX (1.11B). FSMAX pays higher dividends than LVOTX: FSMAX (0.47) 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 : 8.54 vs. LVOTX (-7.82). FSMAX return over 5 years is better than : 56.52 vs. LVOTX (14.39).
| 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 | 3.070 | -3.216 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 1.11B | 3,519% |
| Annual Yield % from dividends | 0.47 | 0.21 | 226% |
| Returns for 1 year | 8.54 | -7.82 | -109% |
| Returns for 3 years | 51.26 | 12.84 | 399% |
| Returns for 5 years | 56.52 | 14.39 | 393% |
| Returns for 10 years | 76.23 | -5.28 | -1,444% |
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