Lord Abbett Affiliated Fund (LAFFX) 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 LAFFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LAFFX
LAFFX charges 0.71% annually. There are 132 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 | LAFFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | LAFFX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LAFFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LAFFX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | LAFFX vs TILVX |
Best Risk-Adjusted Alternatives to LAFFX
LAFFX has a PortfoliosLab risk / return rank of 80. There are 140 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | LAFFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | LAFFX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | LAFFX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | LAFFX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | LAFFX vs BBISX |
Top Performing LAFFX Alternatives (YTD)
LAFFX is at 12.68% YTD. There are 134 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | LAFFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | LAFFX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | LAFFX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | LAFFX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | LAFFX vs PXTIX |
Lowest Volatility Alternatives to LAFFX
LAFFX has 10.78% 1-year volatility. There are 112 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 | LAFFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | LAFFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | LAFFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | LAFFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | LAFFX vs TMMAX |
Lowest Drawdown Alternatives to LAFFX
LAFFX has a 1-year max drawdown of -7.59%. There are 189 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 | LAFFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LAFFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LAFFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | LAFFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LAFFX 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 | 82 | 0.93% | — | Oct 2004 | LAFFX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 70 | 0.83% | — | Nov 1993 | LAFFX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 75 | 2.16% | — | May 2020 | LAFFX vs LSYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 79 | 2.36% | — | Apr 2020 | LAFFX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 40 | 0.88% | — | Mar 1971 | LAFFX vs LBNDX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 12 | 6.33% | — | Jun 2011 | LAFFX vs LGLIX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 62 | 1.64% | — | Dec 1998 | LAFFX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LAFFX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 62 | 12.65% | — | Jun 1983 | LAFFX vs LAVLX | |
| Lord Abbett Developing Growth Fund | Small Cap Growth Equities | 62 | 24.58% | — | Oct 1973 | LAFFX vs LAGWX |
Often Compared With LAFFX
Investors most often compare LAFFX with SPY, VTSAX, IVV. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare LAFFX with Any Fund or Stock
Compare LAFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LAFFX with funds that move differently
Lord Abbett Affiliated Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LAFFX.
Explore LAFFX Diversifiers