Lord Abbett Focused Small Cap Value Fund (LMVYX) belongs to the Small 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 LMVYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LMVYX
LMVYX charges 0.97% annually. There are 48 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | LMVYX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | LMVYX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | LMVYX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | LMVYX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | LMVYX vs VRTVX |
Best Risk-Adjusted Alternatives to LMVYX
LMVYX has a PortfoliosLab risk / return rank of 38. There are 97 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | LMVYX vs MMEYX | |
| Transamerica Small Cap Value | 90 | — | Jan 2003 | LMVYX vs TSLTX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | LMVYX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 88 | — | Apr 2021 | LMVYX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 87 | — | Jun 2002 | LMVYX vs QRSVX |
Top Performing LMVYX Alternatives (YTD)
LMVYX is at 16.63% YTD. There are 73 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 32.84% | — | Dec 1996 | LMVYX vs MMEYX | |
| Royce Opportunity Fund | 31.78% | — | Nov 1996 | LMVYX vs RYPNX | |
| Invesco Small Cap Value Fund | 31.37% | — | Jun 1999 | LMVYX vs VSCAX | |
| First Eagle Small Cap Opportunity Fund | 30.40% | — | Apr 2021 | LMVYX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.74% | — | Feb 2008 | LMVYX vs WSCVX |
Lowest Volatility Alternatives to LMVYX
LMVYX has 18.34% 1-year volatility. There are 95 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.63%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.63% | — | Sep 2017 | LMVYX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | LMVYX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.28% | — | Apr 1997 | LMVYX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | LMVYX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | LMVYX vs ARSMX |
Lowest Drawdown Alternatives to LMVYX
LMVYX has a 1-year max drawdown of -11.85%. There are 101 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | LMVYX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | LMVYX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | LMVYX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | LMVYX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | LMVYX vs TSLTX |
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 | LMVYX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 67 | 0.70% | — | Nov 1993 | LMVYX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 2.37% | — | May 2020 | LMVYX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 74 | 11.33% | — | Jan 1950 | LMVYX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 80 | 2.45% | — | Apr 2020 | LMVYX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 44 | 1.21% | — | Mar 1971 | LMVYX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 64 | 1.54% | — | Dec 1998 | LMVYX vs LHYAX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 15 | 9.43% | — | Jun 2011 | LMVYX vs LGLIX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 98 | 1.34% | — | Oct 2016 | LMVYX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 62 | 12.53% | — | Jun 1983 | LMVYX vs LAVLX |
Often Compared With LMVYX
Investors most often compare LMVYX with BSCMX, RYSEX, AVALX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes Small Cap Value Fund | Small Cap Value Equities | 84 | 18.56% | — | Jan 2018 | LMVYX vs BSCMX | |
| Royce Special Equity Fund | Small Cap Value Equities | 83 | 21.03% | — | May 1998 | LMVYX vs RYSEX | |
| Aegis Value Fund | Small Cap Value Equities | 87 | 14.52% | — | May 1998 | LMVYX vs AVALX | |
| Heartland Value Fund | Small Cap Value Equities | 82 | 21.67% | — | Dec 1984 | LMVYX vs HRTVX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 73 | 22.84% | — | Apr 1997 | LMVYX vs SSCVX | |
| Lord Abbett Developing Growth Fund | Small Cap Growth Equities | 71 | 35.51% | — | Oct 1973 | LMVYX vs LAGWX | |
| North Star Dividend Fund | Small Cap Value Equities | 36 | 18.64% | — | May 2013 | LMVYX vs NSDVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 76 | 19.73% | — | Jul 1997 | LMVYX vs BRSIX | |
| VY Columbia Small Cap Value II Portfolio | Small Cap Value Equities | 87 | 21.34% | — | Apr 2006 | LMVYX vs ICISX |
Compare LMVYX with Any Fund or Stock
Compare LMVYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LMVYX with funds that move differently
Lord Abbett Focused Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LMVYX.
Explore LMVYX Diversifiers