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FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
Open Charts FSMAX vs LVOSX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Lord Abbett Value Opportunities R4
Price$18.93
Change+$0.28 (+1.50%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVOSX Comparison Chart in %
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FSMAX vs. LVOSX 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 LVOSX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LVOSX (1.14B). FSMAX pays higher dividends than LVOSX: FSMAX (0.44) 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 : 21.50 vs. LVOSX (-1.81). FSMAX return over 5 years is better than : 59.13 vs. LVOSX (13.13).
| 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 | 10.057 | 0.636 | 1,581% |
| 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 | -1.81 | -1,187% |
| Returns for 3 years | 56.89 | 12.66 | 449% |
| Returns for 5 years | 59.13 | 13.13 | 450% |
| Returns for 10 years | 101.70 | -1.48 | -6,867% |
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