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 a closer substitute for your current allocation.
Cheapest Alternatives to LAVLX
LAVLX charges 0.98% annually. There are 64 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | LAVLX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | LAVLX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | LAVLX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | LAVLX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | LAVLX vs VMVIX |
Best Risk-Adjusted Alternatives to LAVLX
LAVLX has a PortfoliosLab risk / return rank of 59. There are 41 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | LAVLX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | LAVLX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | LAVLX vs NCBVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | LAVLX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 85 | — | Nov 2001 | LAVLX vs SMVTX |
Top Performing LAVLX Alternatives (YTD)
LAVLX is at 13.15% YTD. There are 72 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.44% | — | Dec 1983 | LAVLX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.40% | — | Jul 1995 | LAVLX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.23% | — | Sep 1996 | LAVLX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.06% | — | Aug 1986 | LAVLX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.73% | — | Aug 2001 | LAVLX vs FVCSX |
Lowest Volatility Alternatives to LAVLX
LAVLX has 12.64% 1-year volatility. There are 18 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.53% | 36.60B | Sep 2011 | LAVLX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.54% | — | Aug 2006 | LAVLX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.85% | 5.65B | Mar 2004 | LAVLX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.87% | — | Mar 2004 | LAVLX vs ACLAX | |
| Principal MidCap Value Fund I | 11.87% | — | Dec 2003 | LAVLX vs PVMIX |
Lowest Drawdown Alternatives to LAVLX
LAVLX has a 1-year max drawdown of -7.72%. There are 23 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | LAVLX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | LAVLX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | LAVLX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | LAVLX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | LAVLX vs VMVAX |
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 | 76 | 0.93% | — | Oct 2004 | LAVLX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 70 | 0.83% | — | Nov 1993 | LAVLX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 74 | 2.37% | — | May 2020 | LAVLX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 79 | 13.08% | — | Jan 1950 | LAVLX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 2.47% | — | Apr 2020 | LAVLX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 40 | 1.16% | — | Mar 1971 | LAVLX vs LBNDX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 14 | 8.81% | — | Jun 2011 | LAVLX vs LGLIX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 62 | 1.81% | — | Dec 1998 | LAVLX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LAVLX vs LUBYX | |
| Lord Abbett Developing Growth Fund | Small Cap Growth Equities | 68 | 28.13% | — | Oct 1973 | LAVLX vs LAGWX |
Often Compared With LAVLX
Investors most often compare LAVLX with FXAIX, LISDX, LAPIX. These 20 comparison targets span 14 categories, 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.
Pair LAVLX with funds that move differently
Lord Abbett Mid Cap Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LAVLX.
Explore LAVLX Diversifiers