Lord Abbett Small Cap Value Fund (LRSCX) 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 LRSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LRSCX
LRSCX charges 1.17% annually. There are 80 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 | LRSCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | LRSCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | LRSCX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | LRSCX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | LRSCX vs VRTVX |
Best Risk-Adjusted Alternatives to LRSCX
LRSCX has a PortfoliosLab risk / return rank of 25. There are 104 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | LRSCX vs AVALX | |
| Victory Integrity Discovery Fund | 86 | — | Dec 1996 | LRSCX vs MMEYX | |
| Invesco Small Cap Value Fund | 85 | — | Jun 1999 | LRSCX vs VSCAX | |
| Transamerica Small Cap Value | 82 | — | Jan 2003 | LRSCX vs TSLTX | |
| Walthausen Small Cap Value Fund | 81 | — | Feb 2008 | LRSCX vs WSCVX |
Top Performing LRSCX Alternatives (YTD)
LRSCX is at 10.76% YTD. There are 99 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 28.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 28.29% | — | Dec 1996 | LRSCX vs MMEYX | |
| Royce Opportunity Fund | 27.36% | — | Nov 1996 | LRSCX vs RYPNX | |
| Invesco Small Cap Value Fund | 26.83% | — | Jun 1999 | LRSCX vs VSCAX | |
| First Eagle Small Cap Opportunity Fund | 23.60% | — | Apr 2021 | LRSCX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 22.16% | — | Jun 2002 | LRSCX vs QRSVX |
Lowest Volatility Alternatives to LRSCX
LRSCX has 17.29% 1-year volatility. There are 60 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.00% | — | Sep 2017 | LRSCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | LRSCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.26% | — | Apr 1997 | LRSCX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | LRSCX vs ARSMX | |
| VELA Small Cap Fund | 14.41% | — | Sep 2020 | LRSCX vs VESMX |
Lowest Drawdown Alternatives to LRSCX
LRSCX has a 1-year max drawdown of -11.18%. There are 97 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 | LRSCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | LRSCX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | LRSCX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | LRSCX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | LRSCX vs TSLTX |
Other Mutual Funds from Lord Abbett
The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LALDX, LAFFX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 77 | 1.04% | — | Oct 2004 | LRSCX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 69 | 0.96% | — | Nov 1993 | LRSCX vs LALDX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 56 | 8.99% | — | Jan 1950 | LRSCX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 82 | 2.37% | — | May 2020 | LRSCX vs LSYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 85 | 2.55% | — | Apr 2020 | LRSCX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 51 | 1.63% | — | Mar 1971 | LRSCX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 69 | 1.86% | — | Dec 1998 | LRSCX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 98 | 1.44% | — | Oct 2016 | LRSCX vs LUBYX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 18 | 10.33% | — | Jun 2011 | LRSCX vs LGLIX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 44 | 9.45% | — | Jun 1983 | LRSCX vs LAVLX |
Often Compared With LRSCX
Investors most often compare LRSCX with HRTVX, BSCMX, RYSEX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Heartland Value Fund | Small Cap Value Equities | 74 | 18.95% | — | Dec 1984 | LRSCX vs HRTVX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 75 | 15.52% | — | Jan 2018 | LRSCX vs BSCMX | |
| Royce Special Equity Fund | Small Cap Value Equities | 69 | 19.03% | — | May 1998 | LRSCX vs RYSEX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 79 | 20.38% | — | Jul 1997 | LRSCX vs BRSIX | |
| Lord Abbett Developing Growth Fund | Small Cap Growth Equities | 68 | 29.96% | — | Oct 1973 | LRSCX vs LAGWX | |
| North Star Dividend Fund | Small Cap Value Equities | 25 | 15.08% | — | May 2013 | LRSCX vs NSDVX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 61 | 19.18% | — | Apr 1997 | LRSCX vs SSCVX |
Compare LRSCX with Any Fund or Stock
Compare LRSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LRSCX with funds that move differently
Lord Abbett Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LRSCX.
Explore LRSCX Diversifiers