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FSMAX vs LVORX
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
Lord Abbett Value Opportunities R3
Price$17.43
Change-$0.16 (-0.91%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVORX Comparison Chart in %
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FSMAX vs. LVORX commentary
Aug 18, 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 LVORX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. LVORX (1.12B). FSMAX pays higher dividends than LVORX: FSMAX (0.46) vs LVORX (0.00). FSMAX was incepted earlier than LVORX: FSMAX (14 years) vs LVORX (18 years). LVORX (1.44) is less costly to investors than FSMAX (0.04). LVORX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX (0) and LVORX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 16.65 vs. LVORX (-6.09). FSMAX return over 5 years is better than : 52.87 vs. LVORX (5.13).
| FSMAX | LVORX | FSMAX / LVORX | |
| Total Expense Ratio | 0.04 | 1.44 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.44 | 2% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 6.140 | -2.079 | -295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.12B | 3,548% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 16.65 | -6.09 | -274% |
| Returns for 3 years | 34.54 | -1.64 | -2,110% |
| Returns for 5 years | 52.87 | 5.13 | 1,031% |
| Returns for 10 years | 84.94 | -13.19 | -644% |
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