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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Lord Abbett Value Opportunities R5
Price$20.37
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVOTX Comparison Chart in %
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FSMAX vs. LVOTX 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 LVOTX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LVOTX (1.14B). FSMAX pays higher dividends than LVOTX: FSMAX (0.44) vs LVOTX (0.20). 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 : 21.50 vs. LVOTX (-1.17). FSMAX return over 5 years is better than : 59.13 vs. LVOTX (16.22).
| 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 | 10.057 | 0.792 | 1,270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 1.14B | 3,612% |
| Annual Yield % from dividends | 0.44 | 0.20 | 219% |
| Returns for 1 year | 21.50 | -1.17 | -1,835% |
| Returns for 3 years | 56.89 | 14.36 | 396% |
| Returns for 5 years | 59.13 | 16.22 | 365% |
| Returns for 10 years | 101.70 | 3.93 | 2,588% |
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