Lord Abbett Micro Cap Growth Fund (LMIYX) 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 LMIYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LMIYX
LMIYX charges 1.12% annually. There are 91 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 | LMIYX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | LMIYX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | LMIYX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | LMIYX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | LMIYX vs VISGX |
Best Risk-Adjusted Alternatives to LMIYX
LMIYX has a PortfoliosLab risk / return rank of 63. There are 24 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | LMIYX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 85 | — | Dec 2016 | LMIYX vs NESIX | |
| Needham Small Cap Growth Fund | 85 | — | May 2002 | LMIYX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 80 | — | Nov 2013 | LMIYX vs DMCRX | |
| Oberweis Micro Cap Fund | 79 | — | Dec 1995 | LMIYX vs OBMCX |
Top Performing LMIYX Alternatives (YTD)
LMIYX is at 25.18% YTD. There are 19 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 61.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 61.39% | — | Dec 2016 | LMIYX vs NESIX | |
| Needham Small Cap Growth Fund | 60.85% | — | May 2002 | LMIYX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 40.44% | — | Dec 2016 | LMIYX vs NEAIX | |
| Needham Aggressive Growth Fund | 40.15% | — | Sep 2001 | LMIYX vs NEAGX | |
| Oberweis Micro Cap Fund | 39.47% | — | Dec 1995 | LMIYX vs OBMCX |
Lowest Volatility Alternatives to LMIYX
LMIYX has 27.86% 1-year volatility. There are 147 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.60% | — | Nov 1995 | LMIYX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.33% | — | Jul 2011 | LMIYX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.25% | — | Sep 1988 | LMIYX vs NBGNX | |
| Eaton Vance Small-Cap Fund | 16.25% | — | Jan 1997 | LMIYX vs ETEGX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.26% | — | Jul 1999 | LMIYX vs NBGIX |
Lowest Drawdown Alternatives to LMIYX
LMIYX has a 1-year max drawdown of -11.80%. There are 43 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 | LMIYX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | LMIYX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | LMIYX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | LMIYX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | LMIYX 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 | 79 | 0.93% | — | Oct 2004 | LMIYX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 77 | 1.10% | — | Nov 1993 | LMIYX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 74 | 2.26% | — | May 2020 | LMIYX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 80 | 12.98% | — | Jan 1950 | LMIYX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 2.36% | — | Apr 2020 | LMIYX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 40 | 1.02% | — | Mar 1971 | LMIYX vs LBNDX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 9 | 5.16% | — | Jun 2011 | LMIYX vs LGLIX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 60 | 1.64% | — | Dec 1998 | LMIYX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LMIYX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 63 | 12.56% | — | Jun 1983 | LMIYX vs LAVLX |
Often Compared With LMIYX
Investors most often compare LMIYX with CALF, KSOAX, IXJ. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LMIYX with Any Fund or Stock
Compare LMIYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LMIYX with funds that move differently
Lord Abbett Micro Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LMIYX.
Explore LMIYX Diversifiers