Ad is loading...
FSMAX vs LVOYX
FSMAX vs LVOYX Comparison
Open Charts FSMAX vs LVOYX
Fidelity Extended Market Index
Price$77.78
Change+$0.62 (+0.80%)
VolumeN/A
Net Assets36.55B
Lord Abbett Value Opportunities I
Price$17.46
Change+$0.15 (+0.87%)
VolumeN/A
Net Assets1.03B
FSMAX vs LVOYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. LVOYX commentary
Apr 19, 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 Buy and LVOYX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. LVOYX (1.03B). FSMAX pays higher dividends than LVOYX: FSMAX (0.53) vs LVOYX (0.22). 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 : 1.16 vs. LVOYX (-9.41). FSMAX return over 5 years is better than : 62.14 vs. LVOYX (17.45).
| 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 | -14.415 | -13.522 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 1.03B | 3,554% |
| Annual Yield % from dividends | 0.53 | 0.22 | 243% |
| Returns for 1 year | 1.16 | -9.41 | -12% |
| Returns for 3 years | 6.38 | -11.64 | -55% |
| Returns for 5 years | 62.14 | 17.45 | 356% |
| Returns for 10 years | 45.88 | -15.33 | -299% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers