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FSMAX vs LVOOX
FSMAX vs LVOOX Comparison
Open Charts FSMAX vs LVOOX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Lord Abbett Value Opportunities F3
Price$20.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVOOX Comparison Chart in %
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FSMAX vs. LVOOX commentary
Feb 05, 2026
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: 40.6B vs. LVOOX (1.11B). FSMAX pays higher dividends than LVOOX: FSMAX (0.56) vs LVOOX (0.43). 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: 36.00 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 : 10.51 vs. LVOOX (-1.44). FSMAX return over 5 years is better than : 19.23 vs. LVOOX (-3.05).
| 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 | 3.050 | 5.023 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 1.11B | 3,645% |
| Annual Yield % from dividends | 0.56 | 0.43 | 130% |
| Returns for 1 year | 10.51 | -1.44 | -728% |
| Returns for 3 years | 48.06 | 12.84 | 374% |
| Returns for 5 years | 19.23 | -3.05 | -630% |
| Returns for 10 years | 157.02 | N/A | - |
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