Lord Abbett Mid Cap Stock Fund (LAVLX) Alternatives
Lord Abbett Mid Cap Stock Fund (LAVLX) belongs to the Mid 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 LAVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LAVLX
LAVLX charges 0.98% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among LAVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | LAVLX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | LAVLX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | LAVLX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | LAVLX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | LAVLX vs VMVIX |
Best Risk-Adjusted Alternatives to LAVLX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | LAVLX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | LAVLX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | LAVLX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | LAVLX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | LAVLX vs VVOAX |
Top Performing LAVLX Alternatives (YTD)
LAVLX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | LAVLX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | LAVLX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | LAVLX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | LAVLX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | LAVLX vs HWMIX |
Lowest Volatility Alternatives to LAVLX
LAVLX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | LAVLX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | LAVLX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | LAVLX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | LAVLX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | LAVLX vs RSVAX |
Lowest Drawdown Alternatives to LAVLX
LAVLX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | LAVLX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | LAVLX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | LAVLX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | LAVLX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | LAVLX vs CISMX |
Other Mutual Funds from Lord Abbett
Most popular Lord Abbett mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 93 | -0.47% | Oct 19, 2004 | LAVLX vs LLDYX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 73 | -1.69% | Apr 30, 2020 | LAVLX vs LSYIX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 94 | -0.24% | Nov 4, 1993 | LAVLX vs LALDX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 56 | -0.95% | Jan 3, 1950 | LAVLX vs LAFFX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 21 | -14.54% | Jun 30, 2011 | LAVLX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 69 | -1.89% | Mar 31, 1971 | LAVLX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 66 | -1.97% | Dec 31, 1998 | LAVLX vs LHYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 70 | -1.81% | May 1, 2020 | LAVLX vs LSYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 0.40% | Oct 17, 2016 | LAVLX vs LUBYX | |
| Lord Abbett Intermediate Tax Free Fund | Municipal Bonds | 64 | -0.69% | Jun 29, 2003 | LAVLX vs LISAX |
Often Compared With LAVLX
What investors most often compare with LAVLX, based on PortfoliosLab usage data.
Compare LAVLX with Any Fund or Stock
Compare LAVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.