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FSMAX vs LVOCX
FSMAX vs LVOCX Comparison
Open Charts FSMAX vs LVOCX
Fidelity Extended Market Index
Price$95.98
Change-$0.80 (-0.83%)
VolumeN/A
Net Assets39.63B
Lord Abbett Value Opportunities C
Price$14.35
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOCX Comparison Chart in %
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FSMAX vs. LVOCX commentary
Aug 20, 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 LVOCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. LVOCX (1.12B). FSMAX pays higher dividends than LVOCX: FSMAX (0.46) 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: 33.00 vs. FSMAX (9.00). 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 : 15.48 vs. LVOCX (-8.14). FSMAX return over 5 years is better than : 52.64 vs. LVOCX (-0.56).
| 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 | 6.492 | -2.051 | -317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.12B | 3,539% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 15.48 | -8.14 | -190% |
| Returns for 3 years | 39.87 | -3.44 | -1,160% |
| Returns for 5 years | 52.64 | -0.56 | -9,482% |
| Returns for 10 years | 96.12 | -20.65 | -465% |
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