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FSMAX vs LVOYX
FSMAX vs LVOYX Comparison
Open Charts FSMAX vs LVOYX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Lord Abbett Value Opportunities I
Price$18.56
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets1.08B
FSMAX vs LVOYX Comparison Chart
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FSMAX vs. LVOYX commentary
May 09, 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: 36B vs. LVOYX (1.08B). FSMAX pays higher dividends than LVOYX: FSMAX (0.54) vs LVOYX (0.22). FSMAX was incepted earlier than LVOYX: FSMAX (14 years) vs LVOYX (19 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 : 3.90 vs. LVOYX (-8.68). FSMAX return over 5 years is better than : 60.52 vs. LVOYX (18.10).
| 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 | 19 years | - |
| Gain YTD | -7.989 | -8.222 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 1.08B | 3,321% |
| Annual Yield % from dividends | 0.54 | 0.22 | 239% |
| Returns for 1 year | 3.90 | -8.68 | -45% |
| Returns for 3 years | 32.38 | 1.43 | 2,265% |
| Returns for 5 years | 60.52 | 18.10 | 334% |
| Returns for 10 years | 59.20 | -10.10 | -586% |
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