Lord Abbett Dividend Growth Fund (LAMYX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LAMYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LAMYX
LAMYX charges 0.66% annually. There are 185 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | LAMYX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | LAMYX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | LAMYX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | LAMYX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | LAMYX vs VSMPX |
Best Risk-Adjusted Alternatives to LAMYX
LAMYX has a PortfoliosLab risk / return rank of 56. There are 164 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | LAMYX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | LAMYX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | LAMYX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | LAMYX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | LAMYX vs RCKSX |
Top Performing LAMYX Alternatives (YTD)
LAMYX is at 8.24% YTD. There are 282 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | LAMYX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | LAMYX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | LAMYX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | LAMYX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | LAMYX vs IGIAX |
Lowest Volatility Alternatives to LAMYX
LAMYX has 10.75% 1-year volatility. There are 39 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | LAMYX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | LAMYX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | LAMYX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | LAMYX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | LAMYX vs SILVX |
Lowest Drawdown Alternatives to LAMYX
LAMYX has a 1-year max drawdown of -7.58%. There are 23 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | LAMYX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | LAMYX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | LAMYX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | LAMYX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | LAMYX vs AMFEX |
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 | LAMYX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 70 | 0.83% | — | Nov 1993 | LAMYX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 60 | 1.63% | — | May 2020 | LAMYX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 79 | 12.28% | — | Jan 1950 | LAMYX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 64 | 1.72% | — | Apr 2020 | LAMYX vs LSYIX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 7 | 2.84% | — | Jun 2011 | LAMYX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 27 | 0.03% | — | Mar 1971 | LAMYX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 37 | 0.67% | — | Dec 1998 | LAMYX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LAMYX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 66 | 12.51% | — | Jun 1983 | LAMYX vs LAVLX |
Often Compared With LAMYX
Investors most often compare LAMYX with IIPR, DGRO, VUAA.L. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare LAMYX with Any Fund or Stock
Compare LAMYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LAMYX with funds that move differently
Lord Abbett Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LAMYX.
Explore LAMYX Diversifiers