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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
Lord Abbett Value Opportunities F3
Price$20.40
Change-$0.30 (-1.45%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVOOX Comparison Chart in %
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FSMAX vs. LVOOX commentary
Nov 14, 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 LVOOX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. LVOOX (1.11B). FSMAX pays higher dividends than LVOOX: FSMAX (0.43) vs LVOOX (0.20). FSMAX was incepted earlier than LVOOX: FSMAX (14 years) vs LVOOX (9 years). LVOOX (0.84) is less costly to investors than FSMAX (0.04). LVOOX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (15.00). FSMAX (0) and LVOOX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 6.78 vs. LVOOX (-10.38). FSMAX return over 5 years is better than : 44.78 vs. LVOOX (4.57).
| FSMAX | LVOOX | FSMAX / LVOOX | |
| Total Expense Ratio | 0.04 | 0.84 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.84 | 4% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 11.598 | 1.074 | 1,080% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 1.11B | 3,739% |
| Annual Yield % from dividends | 0.43 | 0.20 | 213% |
| Returns for 1 year | 6.78 | -10.38 | -65% |
| Returns for 3 years | 53.30 | 11.49 | 464% |
| Returns for 5 years | 44.78 | 4.57 | 980% |
| Returns for 10 years | 108.36 | N/A | - |