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FSMAX vs LVOQX
FSMAX vs LVOQX Comparison
Open Charts FSMAX vs LVOQX
Fidelity Extended Market Index
Price$105.57
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets40.06B
Lord Abbett Value Opportunities R2
Price$17.23
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets1.13B
FSMAX vs LVOQX Comparison Chart in %
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FSMAX vs. LVOQX commentary
Jan 15, 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 LVOQX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LVOQX (1.13B). FSMAX pays higher dividends than LVOQX: FSMAX (0.57) 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 (15.00). FSMAX (0) and LVOQX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 17.16 vs. LVOQX (-0.98). FSMAX return over 5 years is better than : 24.22 vs. LVOQX (-10.47).
| 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 | 4.897 | 5.141 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.13B | 3,558% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 17.16 | -0.98 | -1,751% |
| Returns for 3 years | 60.27 | 13.62 | 442% |
| Returns for 5 years | 24.22 | -10.47 | -231% |
| Returns for 10 years | 156.77 | 9.18 | 1,707% |