Lord Abbett Developing Growth Fund Class I (LADYX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LADYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LADYX
LADYX charges 0.67% annually. There are 14 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | LADYX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | LADYX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | LADYX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | LADYX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | LADYX vs VISGX |
Best Risk-Adjusted Alternatives to LADYX
LADYX has a PortfoliosLab risk / return rank of 75. There are 24 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | LADYX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | LADYX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | LADYX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | LADYX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | LADYX vs OBMCX |
Top Performing LADYX Alternatives (YTD)
LADYX is at 37.78% YTD. There are 12 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | LADYX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | LADYX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | LADYX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | LADYX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | LADYX vs OBMCX |
Lowest Volatility Alternatives to LADYX
LADYX has 28.16% 1-year volatility. There are 154 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | LADYX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | LADYX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | LADYX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | LADYX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | LADYX vs NBGIX |
Lowest Drawdown Alternatives to LADYX
LADYX has a 1-year max drawdown of -14.67%. There are 111 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | LADYX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | LADYX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | LADYX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | LADYX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | LADYX vs RFIMX |
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 | 68 | 0.52% | — | Oct 2004 | LADYX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 61 | 0.44% | — | Nov 1993 | LADYX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 76 | 2.26% | — | May 2020 | LADYX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 77 | 12.03% | — | Jan 1950 | LADYX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 79 | 2.34% | — | Apr 2020 | LADYX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 44 | 1.21% | — | Mar 1971 | LADYX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 60 | 1.38% | — | Dec 1998 | LADYX vs LHYAX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 16 | 9.73% | — | Jun 2011 | LADYX vs LGLIX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 98 | 1.34% | — | Oct 2016 | LADYX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 66 | 13.54% | — | Jun 1983 | LADYX vs LAVLX |
Often Compared With LADYX
Investors most often compare LADYX with VFTNX, FSPTX, VDIGX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LADYX with Any Fund or Stock
Compare LADYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LADYX with funds that move differently
Lord Abbett Developing Growth Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LADYX.
Explore LADYX Diversifiers