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FSMAX vs LVOYX
FSMAX vs LVOYX Comparison
Open Charts FSMAX vs LVOYX
Fidelity Extended Market Index
Price$82.75
Change+$0.19 (+0.23%)
VolumeN/A
Net Assets39.44B
Lord Abbett Value Opportunities I
Price$18.65
Change-$0.16 (-0.85%)
VolumeN/A
Net Assets1.19B
FSMAX vs LVOYX Comparison Chart
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FSMAX vs. LVOYX commentary
Mar 12, 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 LVOYX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.4B vs. LVOYX (1.19B). FSMAX pays higher dividends than LVOYX: FSMAX (0.49) vs LVOYX (0.21). FSMAX was incepted earlier than LVOYX: FSMAX (14 years) vs LVOYX (19 years). LVOYX (0.93) is less costly to investors than FSMAX (0.04). LVOYX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than LVOYX: FSMAX (0) vs LVOYX (1000000). FSMAX annual gain was more profitable for investors over the last year : 2.31 vs. LVOYX (-6.33). FSMAX return over 5 years is better than : 88.15 vs. LVOYX (38.25).
| FSMAX | LVOYX | FSMAX / LVOYX | |
| Total Expense Ratio | 0.04 | 0.93 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.93 | 4% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -9.155 | -6.835 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4B | 1.19B | 3,316% |
| Annual Yield % from dividends | 0.49 | 0.21 | 235% |
| Returns for 1 year | 2.31 | -6.33 | -36% |
| Returns for 3 years | 15.50 | -4.14 | -375% |
| Returns for 5 years | 88.15 | 38.25 | 230% |
| Returns for 10 years | 57.14 | -7.15 | -799% |
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