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FSMAX vs LVOTX
FSMAX vs LVOTX Comparison
Open Charts FSMAX vs LVOTX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Lord Abbett Value Opportunities R5
Price$20.10
Change+$0.17 (+0.85%)
VolumeN/A
Net Assets1.14B
FSMAX vs LVOTX Comparison Chart in %
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FSMAX vs. LVOTX 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 LVOTX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. LVOTX (1.14B). FSMAX pays higher dividends than LVOTX: FSMAX (0.47) 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 (9.00). FSMAX (0) and LVOTX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 15.33 vs. LVOTX (-3.32). FSMAX return over 5 years is better than : 61.91 vs. LVOTX (16.60).
| 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 | 6.195 | -0.544 | -1,138% |
| 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 | 0.21 | 226% |
| Returns for 1 year | 15.33 | -3.32 | -461% |
| Returns for 3 years | 51.73 | 11.05 | 468% |
| Returns for 5 years | 61.91 | 16.60 | 373% |
| Returns for 10 years | 86.12 | -0.92 | -9,335% |
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