Lord Abbett Developing Growth Fund (LAGWX) 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 LAGWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LAGWX
LAGWX charges 0.93% annually. There are 44 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 | LAGWX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | LAGWX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | LAGWX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | LAGWX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | LAGWX vs VISGX |
Best Risk-Adjusted Alternatives to LAGWX
LAGWX has a PortfoliosLab risk / return rank of 74. There are 25 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 | LAGWX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | LAGWX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | LAGWX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | LAGWX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | LAGWX vs OBMCX |
Top Performing LAGWX Alternatives (YTD)
LAGWX is at 37.61% YTD. There are 14 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 | LAGWX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | LAGWX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | LAGWX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | LAGWX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | LAGWX vs OBMCX |
Lowest Volatility Alternatives to LAGWX
LAGWX 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 | LAGWX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | LAGWX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | LAGWX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | LAGWX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | LAGWX vs NBGIX |
Lowest Drawdown Alternatives to LAGWX
LAGWX has a 1-year max drawdown of -14.72%. There are 112 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 | LAGWX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | LAGWX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | LAGWX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | LAGWX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | LAGWX 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 | LAGWX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 61 | 0.44% | — | Nov 1993 | LAGWX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 76 | 2.26% | — | May 2020 | LAGWX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 77 | 12.03% | — | Jan 1950 | LAGWX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 79 | 2.34% | — | Apr 2020 | LAGWX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 44 | 1.21% | — | Mar 1971 | LAGWX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 60 | 1.38% | — | Dec 1998 | LAGWX vs LHYAX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 16 | 9.73% | — | Jun 2011 | LAGWX vs LGLIX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 98 | 1.34% | — | Oct 2016 | LAGWX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 66 | 13.54% | — | Jun 1983 | LAGWX vs LAVLX |
Often Compared With LAGWX
Investors most often compare LAGWX with FDSCX, VVOAX, VLEOX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare LAGWX with Any Fund or Stock
Compare LAGWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LAGWX with funds that move differently
Lord Abbett Developing Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LAGWX.
Explore LAGWX Diversifiers