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FSMAX vs LVOSX
FSMAX vs LVOSX Comparison
Open Charts FSMAX vs LVOSX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities R4
Price$18.73
Change+$0.16 (+0.86%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVOSX Comparison Chart in %
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FSMAX vs. LVOSX commentary
Jul 27, 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: 39.2B vs. LVOSX (1.14B). FSMAX pays higher dividends than LVOSX: FSMAX (0.47) 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 (9.00). FSMAX (0) and LVOSX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 15.33 vs. LVOSX (-4.00). FSMAX return over 5 years is better than : 61.91 vs. LVOSX (13.53).
| 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 | 6.195 | -0.689 | -899% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 1.14B | 3,436% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 15.33 | -4.00 | -383% |
| Returns for 3 years | 51.73 | 9.36 | 553% |
| Returns for 5 years | 61.91 | 13.53 | 458% |
| Returns for 10 years | 86.12 | -6.12 | -1,407% |
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