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FSMAX vs LVOQX
FSMAX vs LVOQX Comparison
Open Charts FSMAX vs LVOQX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Lord Abbett Value Opportunities R2
Price$16.09
Change-$0.25 (-1.53%)
VolumeN/A
Net Assets1.08B
FSMAX vs LVOQX Comparison Chart
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FSMAX vs. LVOQX commentary
Jun 15, 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 LVOQX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. LVOQX (1.08B). FSMAX pays higher dividends than LVOQX: FSMAX (0.50) vs LVOQX (0.00). FSMAX was incepted earlier than LVOQX: FSMAX (14 years) vs LVOQX (18 years). LVOQX (1.54) is less costly to investors than FSMAX (0.04). LVOQX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX (0) and LVOQX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. LVOQX (-7.05). FSMAX return over 5 years is better than : 60.48 vs. LVOQX (7.41).
| FSMAX | LVOQX | FSMAX / LVOQX | |
| Total Expense Ratio | 0.04 | 1.54 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.54 | 2% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | -2.080 | -7.316 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.08B | 3,475% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.48 | -7.05 | -163% |
| Returns for 3 years | 47.57 | 3.87 | 1,228% |
| Returns for 5 years | 60.48 | 7.41 | 816% |
| Returns for 10 years | 66.64 | -20.56 | -324% |
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