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FSMAX vs LVOCX
FSMAX vs LVOCX Comparison
Open Charts FSMAX vs LVOCX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Lord Abbett Value Opportunities C
Price$14.22
Change-$0.30 (-2.07%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOCX Comparison Chart in %
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FSMAX vs. LVOCX commentary
Feb 05, 2026
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 LVOCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. LVOCX (1.12B). FSMAX pays higher dividends than LVOCX: FSMAX (0.56) vs LVOCX (0.00). FSMAX was incepted earlier than LVOCX: FSMAX (14 years) vs LVOCX (20 years). LVOCX (1.94) is less costly to investors than FSMAX (0.04). LVOCX is a more actively managed with annual turnover of: 36.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than LVOCX: FSMAX (0) vs LVOCX (1500). FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. LVOCX (-4.24). FSMAX return over 5 years is better than : 19.23 vs. LVOCX (-16.35).
| FSMAX | LVOCX | FSMAX / LVOCX | |
| Total Expense Ratio | 0.04 | 1.94 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.94 | 2% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 3.050 | 4.945 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 1.12B | 3,625% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 10.51 | -4.24 | -248% |
| Returns for 3 years | 48.06 | 4.56 | 1,054% |
| Returns for 5 years | 19.23 | -16.35 | -118% |
| Returns for 10 years | 157.02 | -5.01 | -3,134% |
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