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FSMAX vs LVOFX
FSMAX vs LVOFX Comparison
Open Charts FSMAX vs LVOFX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Lord Abbett Value Opportunities F
Price$19.74
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVOFX Comparison Chart in %
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FSMAX vs. LVOFX commentary
Sep 08, 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 LVOFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LVOFX (1.14B). FSMAX pays higher dividends than LVOFX: FSMAX (0.44) 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 (15.00). FSMAX (0) and LVOFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 21.50 vs. LVOFX (-1.50). FSMAX return over 5 years is better than : 59.13 vs. LVOFX (14.89).
| 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 | 10.057 | 0.663 | 1,517% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.14B | 3,603% |
| Annual Yield % from dividends | 0.44 | 0.11 | 421% |
| Returns for 1 year | 21.50 | -1.50 | -1,434% |
| Returns for 3 years | 56.89 | 13.69 | 415% |
| Returns for 5 years | 59.13 | 14.89 | 397% |
| Returns for 10 years | 101.70 | 1.69 | 6,001% |
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