Lord Abbett Value Opportunities Fund (LVOYX) Alternatives
Lord Abbett Value Opportunities Fund (LVOYX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LVOYX. 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 LVOYX
LVOYX charges 0.90% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among LVOYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | LVOYX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | LVOYX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | LVOYX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | LVOYX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | LVOYX vs SWMCX |
Best Risk-Adjusted Alternatives to LVOYX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 93 | — | LVOYX vs MISIX | |
| Paradigm Select Fund | 86 | Jan 3, 2005 | LVOYX vs PFSLX | |
| Tarkio Fund | 82 | Jun 28, 2011 | LVOYX vs TARKX | |
| Gabelli Value 25 Fund | 82 | Sep 29, 1989 | LVOYX vs GABVX | |
| The Texas Fund | 74 | Sep 17, 2013 | LVOYX vs BIGTX |
Top Performing LVOYX Alternatives (YTD)
LVOYX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Paradigm Select Fund | 11.83% | Jan 3, 2005 | LVOYX vs PFSLX | |
| Ave Maria Value Fund | 9.67% | May 1, 2001 | LVOYX vs AVEMX | |
| The Texas Fund | 9.34% | Sep 17, 2013 | LVOYX vs BIGTX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 7.81% | Aug 12, 2015 | LVOYX vs FZFLX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 6.17% | Dec 26, 2018 | LVOYX vs FTSIX |
Lowest Volatility Alternatives to LVOYX
LVOYX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.74% | Dec 26, 2019 | LVOYX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | LVOYX vs LLSCX | |
| Victory RS Investors Fund | 15.83% | Nov 15, 2005 | LVOYX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.91% | Jul 14, 1999 | LVOYX vs TLVAX | |
| Gabelli Focused Growth and Income Fund | 16.07% | Dec 31, 2002 | LVOYX vs GWSAX |
Lowest Drawdown Alternatives to LVOYX
LVOYX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | LVOYX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | LVOYX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | LVOYX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | LVOYX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | LVOYX vs KMVAX |
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 | -0.21% | Oct 19, 2004 | LVOYX vs LLDYX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 74 | -1.17% | Apr 30, 2020 | LVOYX vs LSYIX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 92 | -0.24% | Nov 4, 1993 | LVOYX vs LALDX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 62 | 1.20% | Jan 3, 1950 | LVOYX vs LAFFX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 31 | -10.26% | Jun 30, 2011 | LVOYX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 68 | -1.34% | Mar 31, 1971 | LVOYX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 69 | -1.34% | Dec 31, 1998 | LVOYX vs LHYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 71 | -1.19% | May 1, 2020 | LVOYX vs LSYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 0.40% | Oct 17, 2016 | LVOYX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 28 | 0.27% | Jun 28, 1983 | LVOYX vs LAVLX |
Often Compared With LVOYX
What investors most often compare with LVOYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 59 | -3.97% | Nov 13, 2000 | LVOYX vs VTSAX |
Compare LVOYX with Any Fund or Stock
Compare LVOYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.