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FSMAX vs LVOAX
FSMAX vs LVOAX Comparison
Open Charts FSMAX vs LVOAX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Lord Abbett Value Opportunities A
Price$19.01
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVOAX Comparison Chart in %
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FSMAX vs. LVOAX commentary
Sep 06, 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 LVOAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LVOAX (1.14B). FSMAX pays higher dividends than LVOAX: FSMAX (0.44) 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 (15.00). 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 : 20.86 vs. LVOAX (-1.81). FSMAX return over 5 years is better than : 58.29 vs. LVOAX (13.16).
| 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 | 9.474 | 0.582 | 1,628% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.14B | 3,612% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 20.86 | -1.81 | -1,154% |
| Returns for 3 years | 56.06 | 12.69 | 442% |
| Returns for 5 years | 58.29 | 13.16 | 443% |
| Returns for 10 years | 100.64 | -1.39 | -7,223% |
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