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FSMAX vs LVOAX
FSMAX vs LVOAX Comparison
Open Charts FSMAX vs LVOAX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
Lord Abbett Value Opportunities A
Price$18.53
Change-$0.17 (-0.91%)
VolumeN/A
Net Assets1.13B
FSMAX vs LVOAX Comparison Chart in %
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FSMAX vs. LVOAX commentary
Aug 17, 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 LVOAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. LVOAX (1.13B). FSMAX pays higher dividends than LVOAX: FSMAX (0.46) vs LVOAX (0.00). FSMAX was incepted earlier than LVOAX: FSMAX (14 years) vs LVOAX (20 years). LVOAX (1.19) is less costly to investors than FSMAX (0.04). LVOAX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than LVOAX: FSMAX (0) vs LVOAX (1500). FSMAX annual gain was more profitable for investors over the last year : 21.00 vs. LVOAX (-2.81). FSMAX return over 5 years is better than : 55.15 vs. LVOAX (8.67).
| FSMAX | LVOAX | FSMAX / LVOAX | |
| Total Expense Ratio | 0.04 | 1.19 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.19 | 3% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 7.724 | -1.058 | -730% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.13B | 3,514% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 21.00 | -2.81 | -748% |
| Returns for 3 years | 36.65 | 0.94 | 3,915% |
| Returns for 5 years | 55.15 | 8.67 | 636% |
| Returns for 10 years | 86.64 | -8.39 | -1,033% |