FCCVX vs. LBFFX
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class C (FCCVX) and Lord Abbett Convertible Fund Class F (LBFFX).
FCCVX is managed by Fidelity. It was launched on Feb 19, 2009. LBFFX is managed by Lord Abbett.
Performance
FCCVX vs. LBFFX - Performance Comparison
Loading graphics...
FCCVX vs. LBFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 1.14% | 17.04% | 7.28% | 10.24% | -16.22% | 8.77% | 41.00% | 27.26% | -2.32% | 8.22% |
LBFFX Lord Abbett Convertible Fund Class F | 1.71% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
Returns By Period
In the year-to-date period, FCCVX achieves a 1.14% return, which is significantly lower than LBFFX's 1.71% return. Over the past 10 years, FCCVX has underperformed LBFFX with an annualized return of 10.03%, while LBFFX has yielded a comparatively higher 11.61% annualized return.
FCCVX
- 1D
- -1.68%
- 1M
- -5.66%
- YTD
- 1.14%
- 6M
- 2.02%
- 1Y
- 23.28%
- 3Y*
- 10.49%
- 5Y*
- 4.24%
- 10Y*
- 10.03%
LBFFX
- 1D
- -1.66%
- 1M
- -5.44%
- YTD
- 1.71%
- 6M
- 4.82%
- 1Y
- 26.07%
- 3Y*
- 14.05%
- 5Y*
- 2.99%
- 10Y*
- 11.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCCVX vs. LBFFX - Expense Ratio Comparison
FCCVX has a 1.74% expense ratio, which is higher than LBFFX's 0.93% expense ratio.
Return for Risk
FCCVX vs. LBFFX — Risk / Return Rank
FCCVX
LBFFX
FCCVX vs. LBFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class C (FCCVX) and Lord Abbett Convertible Fund Class F (LBFFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FCCVX | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.80 | -0.33 |
Sortino ratioReturn per unit of downside risk | 2.02 | 2.44 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.71 | 3.45 | -0.73 |
Martin ratioReturn relative to average drawdown | 10.09 | 12.36 | -2.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FCCVX | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.80 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.23 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.86 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.61 | +0.25 |
Correlation
The correlation between FCCVX and LBFFX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FCCVX vs. LBFFX - Dividend Comparison
FCCVX's dividend yield for the trailing twelve months is around 10.35%, more than LBFFX's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 10.35% | 10.47% | 1.32% | 1.12% | 2.62% | 19.63% | 9.96% | 2.31% | 8.75% | 3.35% | 3.85% | 9.24% |
LBFFX Lord Abbett Convertible Fund Class F | 1.47% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
FCCVX vs. LBFFX - Drawdown Comparison
The maximum FCCVX drawdown since its inception was -25.13%, smaller than the maximum LBFFX drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for FCCVX and LBFFX.
Loading graphics...
Drawdown Indicators
| FCCVX | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.13% | -41.13% | +16.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.75% | -7.07% | -0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -30.86% | +6.20% |
Max Drawdown (10Y)Largest decline over 10 years | -25.13% | -33.61% | +8.48% |
Current DrawdownCurrent decline from peak | -6.87% | -7.07% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -10.40% | +4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 1.97% | +0.11% |
Volatility
FCCVX vs. LBFFX - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class C (FCCVX) has a higher volatility of 6.32% compared to Lord Abbett Convertible Fund Class F (LBFFX) at 5.98%. This indicates that FCCVX's price experiences larger fluctuations and is considered to be riskier than LBFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FCCVX | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 5.98% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 12.02% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 14.39% | +1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.34% | 12.86% | +0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.50% | 13.50% | 0.00% |