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FSMAX vs LVOQX
FSMAX vs LVOQX Comparison
Open Charts FSMAX vs LVOQX
Fidelity Extended Market Index
Price$102.38
Change+$1.40 (+1.39%)
VolumeN/A
Net Assets41.03B
Lord Abbett Value Opportunities R2
Price$16.51
Change+$0.21 (+1.29%)
VolumeN/A
Net Assets1.1B
FSMAX vs LVOQX Comparison Chart in %
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FSMAX vs. LVOQX commentary
Dec 04, 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 LVOQX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LVOQX (1.1B). FSMAX pays higher dividends than LVOQX: FSMAX (0.43) 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 : 4.91 vs. LVOQX (-11.62). FSMAX return over 5 years is better than : 32.55 vs. LVOQX (-6.93).
| 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 | 12.654 | -4.896 | -258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.1B | 3,714% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 4.91 | -11.62 | -42% |
| Returns for 3 years | 53.94 | 9.19 | 587% |
| Returns for 5 years | 32.55 | -6.93 | -469% |
| Returns for 10 years | 104.60 | -6.54 | -1,600% |