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 a closer substitute for your current allocation.
Cheapest Alternatives to LVOYX
LVOYX charges 0.90% annually. There are 60 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | LVOYX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | LVOYX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | LVOYX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.90B | Dec 2017 | LVOYX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | LVOYX vs VEMPX |
Best Risk-Adjusted Alternatives to LVOYX
LVOYX has a PortfoliosLab risk / return rank of 36. There are 85 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | LVOYX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | LVOYX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 85 | — | Aug 2013 | LVOYX vs FZAMX | |
| Fidelity Advisor Mid Cap II Fund Class I | 84 | — | Aug 2004 | LVOYX vs FIIMX | |
| Destinations Small-Mid Cap Equity Fund | 84 | — | Mar 2017 | LVOYX vs DSMFX |
Top Performing LVOYX Alternatives (YTD)
LVOYX is at 14.37% YTD. There are 85 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 47.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 47.16% | — | Jan 2005 | LVOYX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 34.15% | — | Aug 2015 | LVOYX vs FZFLX | |
| 13D Activist Fund | 32.12% | — | Dec 2011 | LVOYX vs DDDIX | |
| Hodges Fund | 31.51% | — | Oct 1992 | LVOYX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.92% | — | Aug 2013 | LVOYX vs FZAMX |
Lowest Volatility Alternatives to LVOYX
LVOYX has 14.81% 1-year volatility. There are 42 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | LVOYX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.79% | — | Jul 1999 | LVOYX vs TLVAX | |
| Boston Trust Midcap Fund | 11.84% | — | — | LVOYX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | LVOYX vs WAMFX | |
| Victory RS Investors Fund | 11.97% | — | Nov 2005 | LVOYX vs RSINX |
Lowest Drawdown Alternatives to LVOYX
LVOYX has a 1-year max drawdown of -9.26%. There are 61 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | LVOYX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | LVOYX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | LVOYX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | LVOYX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | LVOYX vs DNLDX |
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 | 73 | 0.93% | — | Oct 2004 | LVOYX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 73 | 1.10% | — | Nov 1993 | LVOYX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 75 | 2.58% | — | May 2020 | LVOYX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 72 | 11.83% | — | Jan 1950 | LVOYX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 2.68% | — | Apr 2020 | LVOYX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 40 | 1.59% | — | Mar 1971 | LVOYX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 60 | 1.97% | — | Dec 1998 | LVOYX vs LHYAX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 15 | 9.39% | — | Jun 2011 | LVOYX vs LGLIX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 98 | 1.69% | — | Oct 2016 | LVOYX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 59 | 12.86% | — | Jun 1983 | LVOYX vs LAVLX |
Often Compared With LVOYX
Investors most often compare LVOYX with VTSAX, AVEMX, BIGTX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare LVOYX with Any Fund or Stock
Compare LVOYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LVOYX with funds that move differently
Lord Abbett Value Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LVOYX.
Explore LVOYX Diversifiers