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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Lord Abbett Value Opportunities R5
Price$20.19
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOTX Comparison Chart in %
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FSMAX vs. LVOTX commentary
Feb 04, 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 LVOTX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. LVOTX (1.12B). FSMAX pays higher dividends than LVOTX: FSMAX (0.56) vs LVOTX (0.44). FSMAX was incepted earlier than LVOTX: FSMAX (14 years) vs LVOTX (11 years). LVOTX (0.94) is less costly to investors than FSMAX (0.04). LVOTX is a more actively managed with annual turnover of: 36.00 vs. FSMAX (15.00). FSMAX (0) and LVOTX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 10.51 vs. LVOTX (-1.61). FSMAX return over 5 years is better than : 19.23 vs. LVOTX (-3.81).
| FSMAX | LVOTX | FSMAX / LVOTX | |
| Total Expense Ratio | 0.04 | 0.94 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.94 | 4% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 3.050 | 4.992 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 1.12B | 3,625% |
| Annual Yield % from dividends | 0.56 | 0.44 | 128% |
| Returns for 1 year | 10.51 | -1.61 | -653% |
| Returns for 3 years | 48.06 | 12.35 | 389% |
| Returns for 5 years | 19.23 | -3.81 | -504% |
| Returns for 10 years | 157.02 | 22.02 | 713% |
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