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FSMAX vs LVORX
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities R3
Price$17.65
Change+$0.14 (+0.80%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVORX Comparison Chart in %
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FSMAX vs. LVORX commentary
Jul 28, 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: 39.2B vs. LVORX (1.14B). FSMAX pays higher dividends than LVORX: FSMAX (0.47) 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 : 15.33 vs. LVORX (-4.59). FSMAX return over 5 years is better than : 61.91 vs. LVORX (10.87).
| 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 | 6.195 | -0.843 | -735% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 1.14B | 3,436% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 15.33 | -4.59 | -334% |
| Returns for 3 years | 51.73 | 7.89 | 656% |
| Returns for 5 years | 61.91 | 10.87 | 570% |
| Returns for 10 years | 86.12 | -10.35 | -832% |
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