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FSMAX vs LVOYX
FSMAX vs LVOYX Comparison
Open Charts FSMAX vs LVOYX
Fidelity Extended Market Index
Price$84.00
Change-$1.01 (-1.19%)
VolumeN/A
Net Assets39.44B
Lord Abbett Value Opportunities I
Price$18.88
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets1.19B
FSMAX vs LVOYX Comparison Chart
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FSMAX vs. LVOYX commentary
Mar 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 Hold and LVOYX is a Buy.
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 : 6.66 vs. LVOYX (-5.31). FSMAX return over 5 years is better than : 111.27 vs. LVOYX (49.14).
| 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 | -6.459 | -6.092 | 106% |
| 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 | 3,305% |
| Annual Yield % from dividends | 0.49 | 0.21 | 235% |
| Returns for 1 year | 6.66 | -5.31 | -125% |
| Returns for 3 years | 11.08 | -8.69 | -127% |
| Returns for 5 years | 111.27 | 49.14 | 226% |
| Returns for 10 years | 57.15 | -9.01 | -634% |
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