FCVSX vs. LBFFX
Compare and contrast key facts about Fidelity Convertible Securities Fund (FCVSX) and Lord Abbett Convertible Fund Class F (LBFFX).
FCVSX is managed by Fidelity. It was launched on Jan 5, 1987. LBFFX is managed by Lord Abbett.
Performance
FCVSX vs. LBFFX - Performance Comparison
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FCVSX vs. LBFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 1.37% | 8.52% | 13.91% | 11.42% | -15.33% | 9.95% | 42.52% | 28.58% | -1.29% | 9.03% |
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, FCVSX achieves a 1.37% return, which is significantly lower than LBFFX's 1.71% return. Over the past 10 years, FCVSX has underperformed LBFFX with an annualized return of 10.76%, while LBFFX has yielded a comparatively higher 11.61% annualized return.
FCVSX
- 1D
- -1.70%
- 1M
- -5.62%
- YTD
- 1.37%
- 6M
- -5.95%
- 1Y
- 14.23%
- 3Y*
- 10.31%
- 5Y*
- 4.58%
- 10Y*
- 10.76%
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%
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FCVSX vs. LBFFX - Expense Ratio Comparison
FCVSX has a 0.67% expense ratio, which is lower than LBFFX's 0.93% expense ratio.
Return for Risk
FCVSX vs. LBFFX — Risk / Return Rank
FCVSX
LBFFX
FCVSX vs. LBFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Convertible Securities Fund (FCVSX) 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.
| FCVSX | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.80 | -1.03 |
Sortino ratioReturn per unit of downside risk | 1.04 | 2.44 | -1.40 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.33 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 3.45 | -2.37 |
Martin ratioReturn relative to average drawdown | 3.26 | 12.36 | -9.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCVSX | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.80 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.23 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.86 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.61 | +0.09 |
Correlation
The correlation between FCVSX and LBFFX is 0.92, 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
FCVSX vs. LBFFX - Dividend Comparison
FCVSX's dividend yield for the trailing twelve months is around 2.18%, more than LBFFX's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVSX Fidelity Convertible Securities Fund | 2.18% | 2.21% | 7.47% | 2.13% | 3.78% | 20.64% | 10.75% | 3.28% | 9.86% | 4.11% | 4.90% | 10.41% |
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
FCVSX vs. LBFFX - Drawdown Comparison
The maximum FCVSX drawdown since its inception was -58.76%, which is greater than LBFFX's maximum drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for FCVSX and LBFFX.
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Drawdown Indicators
| FCVSX | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.76% | -41.13% | -17.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -7.07% | -3.61% |
Max Drawdown (5Y)Largest decline over 5 years | -24.18% | -30.86% | +6.68% |
Max Drawdown (10Y)Largest decline over 10 years | -25.08% | -33.61% | +8.53% |
Current DrawdownCurrent decline from peak | -9.45% | -7.07% | -2.38% |
Average DrawdownAverage peak-to-trough decline | -7.25% | -10.40% | +3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 1.97% | +1.57% |
Volatility
FCVSX vs. LBFFX - Volatility Comparison
Fidelity Convertible Securities Fund (FCVSX) has a higher volatility of 6.33% compared to Lord Abbett Convertible Fund Class F (LBFFX) at 5.98%. This indicates that FCVSX'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.
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Volatility by Period
| FCVSX | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 5.98% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 15.41% | 12.02% | +3.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 14.39% | +3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.80% | 12.86% | +0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.72% | 13.50% | +0.22% |