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FSMAX vs LVORX
FSMAX vs LVORX Comparison
Open Charts FSMAX vs LVORX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Lord Abbett Value Opportunities R3
Price$17.88
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVORX Comparison Chart in %
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FSMAX vs. LVORX commentary
Sep 08, 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 Hold and LVORX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LVORX (1.14B). FSMAX pays higher dividends than LVORX: FSMAX (0.44) 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 (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 : 21.50 vs. LVORX (-2.40). FSMAX return over 5 years is better than : 59.13 vs. LVORX (10.51).
| 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 | 10.057 | 0.449 | 2,238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.14B | 3,603% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 21.50 | -2.40 | -895% |
| Returns for 3 years | 56.89 | 11.12 | 511% |
| Returns for 5 years | 59.13 | 10.51 | 563% |
| Returns for 10 years | 101.70 | -5.94 | -1,713% |
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