Interact to see
Advertisement
Advertisement
FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
Open Charts FSMAX vs LVOSX
Fidelity Extended Market Index
Price$105.74
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets40.06B
Lord Abbett Value Opportunities R4
Price$18.84
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets1.13B
FSMAX vs LVOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. LVOSX commentary
Jan 15, 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 LVOSX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LVOSX (1.13B). FSMAX pays higher dividends than LVOSX: FSMAX (0.57) vs LVOSX (0.23). FSMAX was incepted earlier than LVOSX: FSMAX (14 years) vs LVOSX (11 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 : 15.86 vs. LVOSX (-1.00). FSMAX return over 5 years is better than : 25.65 vs. LVOSX (-6.00).
| 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 | 11 years | - |
| Gain YTD | 4.867 | 5.428 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.13B | 3,558% |
| Annual Yield % from dividends | 0.57 | 0.23 | 244% |
| Returns for 1 year | 15.86 | -1.00 | -1,588% |
| Returns for 3 years | 60.22 | 16.24 | 371% |
| Returns for 5 years | 25.65 | -6.00 | -427% |
| Returns for 10 years | 156.70 | 17.06 | 918% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement