Interact to see
Advertisement
Advertisement
FSMAX vs LVOVX
FSMAX vs LVOVX Comparison
Open Charts FSMAX vs LVOVX
Fidelity Extended Market Index
Price$87.12
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets36.02B
Lord Abbett Value Opportunities R6
Price$18.94
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets1.09B
FSMAX vs LVOVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. LVOVX commentary
May 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 StrongBuy and LVOVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. LVOVX (1.09B). FSMAX pays higher dividends than LVOVX: FSMAX (0.54) vs LVOVX (0.22). FSMAX was incepted earlier than LVOVX: FSMAX (14 years) vs LVOVX (10 years). LVOVX (0.84) is less costly to investors than FSMAX (0.04). LVOVX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX (0) and LVOVX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 6.44 vs. LVOVX (-8.36). FSMAX return over 5 years is better than : 63.33 vs. LVOVX (19.09).
| FSMAX | LVOVX | FSMAX / LVOVX | |
| Total Expense Ratio | 0.04 | 0.84 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.84 | 4% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -4.357 | -7.185 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 1.09B | 3,306% |
| Annual Yield % from dividends | 0.54 | 0.22 | 247% |
| Returns for 1 year | 6.44 | -8.36 | -77% |
| Returns for 3 years | 35.01 | 1.84 | 1,900% |
| Returns for 5 years | 63.33 | 19.09 | 332% |
| Returns for 10 years | 62.99 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement