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FSMAX vs LVOFX
FSMAX vs LVOFX Comparison
Open Charts FSMAX vs LVOFX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities F
Price$19.33
Change+$0.14 (+0.73%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVOFX Comparison Chart in %
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FSMAX vs. LVOFX commentary
Jul 07, 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 LVOFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. LVOFX (1.14B). FSMAX pays higher dividends than LVOFX: FSMAX (0.47) vs LVOFX (0.11). FSMAX was incepted earlier than LVOFX: FSMAX (14 years) vs LVOFX (18 years). LVOFX (1.04) is less costly to investors than FSMAX (0.04). LVOFX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX (0) and LVOFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.61 vs. LVOFX (0.15). FSMAX return over 5 years is better than : 64.88 vs. LVOFX (18.76).
| FSMAX | LVOFX | FSMAX / LVOFX | |
| Total Expense Ratio | 0.04 | 1.04 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.04 | 3% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 4.632 | -1.428 | -324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 1.14B | 3,436% |
| Annual Yield % from dividends | 0.47 | 0.11 | 435% |
| Returns for 1 year | 18.61 | 0.15 | 12,479% |
| Returns for 3 years | 54.62 | 13.42 | 407% |
| Returns for 5 years | 64.88 | 18.76 | 346% |
| Returns for 10 years | 81.19 | -5.24 | -1,549% |
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