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FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
Open Charts FSMAX vs LVOSX
Fidelity Extended Market Index
Price$103.20
Change-$1.70 (-1.62%)
VolumeN/A
Net Assets41.03B
Lord Abbett Value Opportunities R4
Price$18.19
Change-$0.21 (-1.14%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOSX Comparison Chart in %
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FSMAX vs. LVOSX commentary
Dec 14, 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 LVOSX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LVOSX (1.12B). FSMAX pays higher dividends than LVOSX: FSMAX (0.43) vs LVOSX (0.00). FSMAX was incepted earlier than LVOSX: FSMAX (14 years) vs LVOSX (10 years). LVOSX (1.19) is less costly to investors than FSMAX (0.04). LVOSX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (15.00). FSMAX (0) and LVOSX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 7.13 vs. LVOSX (-8.28). FSMAX return over 5 years is better than : 33.85 vs. LVOSX (-0.89).
| FSMAX | LVOSX | FSMAX / LVOSX | |
| Total Expense Ratio | 0.04 | 1.19 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.19 | 3% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 14.415 | -2.439 | -591% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.12B | 3,661% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 7.13 | -8.28 | -86% |
| Returns for 3 years | 61.85 | 16.47 | 376% |
| Returns for 5 years | 33.85 | -0.89 | -3,808% |
| Returns for 10 years | 118.92 | 6.44 | 1,847% |
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