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 79. There are 196 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | LAFFX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | LAFFX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | LAFFX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | LAFFX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | LAFFX vs LSVVX |
Top Performing LAFFX Alternatives (YTD)
LAFFX is at 12.28% YTD. There are 209 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | LAFFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | LAFFX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | LAFFX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | LAFFX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | LAFFX vs AVLVX |
Lowest Volatility Alternatives to LAFFX
LAFFX has 10.86% 1-year volatility. There are 113 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | LAFFX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | LAFFX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | LAFFX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | LAFFX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | LAFFX vs ACIIX |
Lowest Drawdown Alternatives to LAFFX
LAFFX has a 1-year max drawdown of -7.59%. There are 186 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 Equity Income 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 | 74 | 0.67% | — | 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 | 60 | 1.63% | — | May 2020 | LAFFX vs LSYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 64 | 1.72% | — | Apr 2020 | LAFFX vs LSYIX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 7 | 2.84% | — | Jun 2011 | LAFFX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 27 | 0.03% | — | Mar 1971 | LAFFX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 37 | 0.67% | — | 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 | 66 | 12.51% | — | Jun 1983 | LAFFX vs LAVLX | |
| Lord Abbett Floating Rate Fund | Bank Loan | 92 | 2.32% | — | Dec 2007 | LAFFX vs LFRIX |
Often Compared With LAFFX
Investors most often compare LAFFX with SPY, VTSAX, IVV. These 20 comparison targets span 13 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