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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
Lord Abbett Value Opportunities R5
Price$20.12
Change-$0.30 (-1.47%)
VolumeN/A
Net Assets1.11B
FSMAX vs LVOTX Comparison Chart in %
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FSMAX vs. LVOTX commentary
Nov 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 Hold and LVOTX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. LVOTX (1.11B). FSMAX pays higher dividends than LVOTX: FSMAX (0.43) vs LVOTX (0.21). FSMAX was incepted earlier than LVOTX: FSMAX (14 years) vs LVOTX (10 years). LVOTX (0.94) is less costly to investors than FSMAX (0.04). LVOTX is a more actively managed with annual turnover of: 33.00 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 : 6.78 vs. LVOTX (-10.51). FSMAX return over 5 years is better than : 44.78 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 | 10 years | - |
| Gain YTD | 11.598 | 1.039 | 1,116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 1.11B | 3,739% |
| Annual Yield % from dividends | 0.43 | 0.21 | 210% |
| Returns for 1 year | 6.78 | -10.51 | -65% |
| Returns for 3 years | 53.30 | 11.05 | 482% |
| Returns for 5 years | 44.78 | 3.81 | 1,175% |
| Returns for 10 years | 108.36 | 6.70 | 1,618% |
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