Lord Abbett Fundamental Equity Fund (GILAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GILAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GILAX
GILAX charges 1.71% annually. There are 310 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | GILAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | GILAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | GILAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | GILAX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | GILAX vs VVIAX |
Best Risk-Adjusted Alternatives to GILAX
GILAX has a PortfoliosLab risk / return rank of 51. There are 214 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | GILAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | GILAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | GILAX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | GILAX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | GILAX vs AVLVX |
Top Performing GILAX Alternatives (YTD)
GILAX is at 6.41% YTD. There are 294 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | GILAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | GILAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | GILAX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | GILAX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | GILAX vs YAFFX |
Lowest Volatility Alternatives to GILAX
GILAX has 10.74% 1-year volatility. There are 101 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | GILAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | GILAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | GILAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | GILAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | GILAX vs TMMAX |
Lowest Drawdown Alternatives to GILAX
GILAX has a 1-year max drawdown of -7.67%. There are 192 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | GILAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | GILAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | GILAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | GILAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | GILAX vs SVAIX |
Other Mutual Funds from Lord Abbett
The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LALDX, LSYAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 76 | 0.93% | — | Oct 2004 | GILAX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 70 | 0.83% | — | Nov 1993 | GILAX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 74 | 2.37% | — | May 2020 | GILAX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 79 | 13.08% | — | Jan 1950 | GILAX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 2.47% | — | Apr 2020 | GILAX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 40 | 1.16% | — | Mar 1971 | GILAX vs LBNDX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 14 | 8.81% | — | Jun 2011 | GILAX vs LGLIX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 62 | 1.81% | — | Dec 1998 | GILAX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | GILAX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 59 | 13.15% | — | Jun 1983 | GILAX vs LAVLX |
Often Compared With GILAX
Investors most often compare GILAX with DQIRX, NPRTX, THPGX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare GILAX with Any Fund or Stock
Compare GILAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GILAX with funds that move differently
Lord Abbett Fundamental Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GILAX.
Explore GILAX Diversifiers