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FSMAX vs LVORX
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Lord Abbett Value Opportunities R3
Price$17.64
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVORX Comparison Chart in %
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FSMAX vs. LVORX commentary
Feb 04, 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 LVORX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. LVORX (1.11B). FSMAX pays higher dividends than LVORX: FSMAX (0.56) 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: 36.00 vs. FSMAX (15.00). FSMAX (0) and LVORX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. LVORX (-2.38). FSMAX return over 5 years is better than : 19.23 vs. LVORX (-8.79).
| 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 | 3.050 | 5.000 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 1.11B | 3,645% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 10.51 | -2.38 | -442% |
| Returns for 3 years | 48.06 | 9.36 | 513% |
| Returns for 5 years | 19.23 | -8.79 | -219% |
| Returns for 10 years | 157.02 | 10.59 | 1,483% |
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