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FSMAX vs LVOYX
FSMAX vs LVOYX Comparison
Open Charts FSMAX vs LVOYX
Fidelity Extended Market Index
Price$92.35
Change+$0.18 (+0.20%)
VolumeN/A
Net Assets37.61B
Lord Abbett Value Opportunities I
Price$19.46
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOYX Comparison Chart in %
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FSMAX vs. LVOYX commentary
Jul 01, 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 LVOYX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. LVOYX (1.12B). FSMAX pays higher dividends than LVOYX: FSMAX (0.50) vs LVOYX (0.22). FSMAX was incepted earlier than LVOYX: FSMAX (14 years) vs LVOYX (20 years). LVOYX (0.94) 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 : 15.55 vs. LVOYX (-1.98). FSMAX return over 5 years is better than : 66.96 vs. LVOYX (21.79).
| FSMAX | LVOYX | FSMAX / LVOYX | |
| Total Expense Ratio | 0.04 | 0.94 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.94 | 4% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 1.618 | -3.616 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.12B | 3,366% |
| Annual Yield % from dividends | 0.50 | 0.22 | 229% |
| Returns for 1 year | 15.55 | -1.98 | -786% |
| Returns for 3 years | 48.97 | 10.80 | 453% |
| Returns for 5 years | 66.96 | 21.79 | 307% |
| Returns for 10 years | 75.60 | -5.32 | -1,422% |
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