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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities F3
Price$20.37
Change+$0.17 (+0.84%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVOOX Comparison Chart in %
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FSMAX vs. LVOOX commentary
Jul 28, 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 StrongBuy and LVOOX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. LVOOX (1.14B). FSMAX pays higher dividends than LVOOX: FSMAX (0.47) vs LVOOX (0.21). FSMAX was incepted earlier than LVOOX: FSMAX (14 years) vs LVOOX (8 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 (9.00). FSMAX (0) and LVOOX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 15.33 vs. LVOOX (-3.19). FSMAX return over 5 years is better than : 61.91 vs. LVOOX (17.51).
| 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 | 8 years | - |
| Gain YTD | 6.195 | -0.537 | -1,153% |
| 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 | 0.21 | 230% |
| Returns for 1 year | 15.33 | -3.19 | -480% |
| Returns for 3 years | 51.73 | 11.50 | 450% |
| Returns for 5 years | 61.91 | 17.51 | 354% |
| Returns for 10 years | 86.12 | N/A | - |
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