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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
Lord Abbett Value Opportunities R5
Price$20.40
Change+$0.16 (+0.79%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOTX Comparison Chart in %
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FSMAX vs. LVOTX commentary
Oct 09, 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: 41.4B vs. LVOTX (1.12B). FSMAX pays higher dividends than LVOTX: FSMAX (0.44) vs LVOTX (0.20). 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 : 17.85 vs. LVOTX (-5.68). FSMAX return over 5 years is better than : 50.18 vs. LVOTX (9.00).
| 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 | 11.730 | 0.148 | 7,902% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 1.12B | 3,706% |
| Annual Yield % from dividends | 0.44 | 0.20 | 216% |
| Returns for 1 year | 17.85 | -5.68 | -314% |
| Returns for 3 years | 68.00 | 19.93 | 341% |
| Returns for 5 years | 50.18 | 9.00 | 557% |
| Returns for 10 years | 104.77 | 2.04 | 5,137% |
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