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FSMAX vs LVOYX
FSMAX vs LVOYX Comparison
Open Charts FSMAX vs LVOYX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
Lord Abbett Value Opportunities I
Price$19.83
Change-$0.18 (-0.90%)
VolumeN/A
Net Assets1.12B
FSMAX vs LVOYX Comparison Chart in %
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FSMAX vs. LVOYX commentary
Aug 18, 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 LVOYX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. LVOYX (1.12B). FSMAX pays higher dividends than LVOYX: FSMAX (0.46) vs LVOYX (0.21). FSMAX was incepted earlier than LVOYX: FSMAX (14 years) vs LVOYX (20 years). LVOYX (0.94) is less costly to investors than FSMAX (0.04). LVOYX is a more actively managed with annual turnover of: 33.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than LVOYX: FSMAX (0) vs LVOYX (1000000). FSMAX annual gain was more profitable for investors over the last year : 16.65 vs. LVOYX (-4.90). FSMAX return over 5 years is better than : 52.87 vs. LVOYX (10.58).
| FSMAX | LVOYX | FSMAX / LVOYX | |
| Total Expense Ratio | 0.04 | 0.94 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.94 | 4% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 6.140 | -1.783 | -344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.12B | 3,548% |
| Annual Yield % from dividends | 0.46 | 0.21 | 224% |
| Returns for 1 year | 16.65 | -4.90 | -340% |
| Returns for 3 years | 34.54 | 1.17 | 2,963% |
| Returns for 5 years | 52.87 | 10.58 | 500% |
| Returns for 10 years | 84.94 | -4.20 | -2,022% |
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