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FSMAX vs LVOYX
FSMAX vs LVOYX Comparison
Open Charts FSMAX vs LVOYX
Fidelity Extended Market Index
Price$94.88
Change-$0.07 (-0.07%)
VolumeN/A
Net Assets39.63B
Lord Abbett Value Opportunities I
Price$19.66
Change-$0.13 (-0.66%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOYX Comparison Chart in %
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FSMAX vs. LVOYX commentary
Aug 08, 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: 39.6B vs. LVOYX (1.12B). FSMAX pays higher dividends than LVOYX: FSMAX (0.46) vs LVOYX (0.21). 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 : 21.74 vs. LVOYX (-0.47). FSMAX return over 5 years is better than : 51.34 vs. LVOYX (11.09).
| 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 | 4.478 | -1.981 | -226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.12B | 3,539% |
| Annual Yield % from dividends | 0.46 | 0.21 | 224% |
| Returns for 1 year | 21.74 | -0.47 | -4,672% |
| Returns for 3 years | 37.63 | 5.01 | 751% |
| Returns for 5 years | 51.34 | 11.09 | 463% |
| Returns for 10 years | 81.66 | -4.08 | -2,003% |