FIQVX vs. LBFFX
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) and Lord Abbett Convertible Fund Class F (LBFFX).
FIQVX is managed by Fidelity. It was launched on Oct 2, 2018. LBFFX is managed by Lord Abbett.
Performance
FIQVX vs. LBFFX - Performance Comparison
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FIQVX vs. LBFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIQVX Fidelity Advisor Convertible Securities Fund Class Z | 4.10% | 18.42% | 8.21% | 11.53% | -15.27% | 10.04% | 42.63% | 28.74% | -6.03% |
LBFFX Lord Abbett Convertible Fund Class F | 4.02% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -11.22% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FIQVX having a 4.10% return and LBFFX slightly lower at 4.02%.
FIQVX
- 1D
- 2.66%
- 1M
- -4.06%
- YTD
- 4.10%
- 6M
- 4.29%
- 1Y
- 27.33%
- 3Y*
- 12.65%
- 5Y*
- 5.66%
- 10Y*
- —
LBFFX
- 1D
- 2.26%
- 1M
- -4.19%
- YTD
- 4.02%
- 6M
- 6.17%
- 1Y
- 28.37%
- 3Y*
- 14.90%
- 5Y*
- 3.20%
- 10Y*
- 11.86%
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FIQVX vs. LBFFX - Expense Ratio Comparison
FIQVX has a 0.59% expense ratio, which is lower than LBFFX's 0.93% expense ratio.
Return for Risk
FIQVX vs. LBFFX — Risk / Return Rank
FIQVX
LBFFX
FIQVX vs. LBFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) 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.
| FIQVX | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.78 | 2.00 | -0.22 |
Sortino ratioReturn per unit of downside risk | 2.41 | 2.69 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.36 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.56 | 4.05 | -0.50 |
Martin ratioReturn relative to average drawdown | 13.36 | 14.35 | -0.99 |
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
| FIQVX | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.78 | 2.00 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.25 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.62 | +0.21 |
Correlation
The correlation between FIQVX and LBFFX is 0.94, 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
FIQVX vs. LBFFX - Dividend Comparison
FIQVX's dividend yield for the trailing twelve months is around 11.07%, more than LBFFX's 1.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIQVX Fidelity Advisor Convertible Securities Fund Class Z | 11.07% | 11.52% | 2.13% | 2.24% | 3.88% | 20.80% | 10.85% | 3.40% | 8.28% | 0.00% | 0.00% | 0.00% |
LBFFX Lord Abbett Convertible Fund Class F | 1.44% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
FIQVX vs. LBFFX - Drawdown Comparison
The maximum FIQVX drawdown since its inception was -25.04%, smaller than the maximum LBFFX drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for FIQVX and LBFFX.
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Drawdown Indicators
| FIQVX | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.04% | -41.13% | +16.09% |
Max Drawdown (1Y)Largest decline over 1 year | -7.74% | -7.07% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -24.16% | -30.86% | +6.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.61% | — |
Current DrawdownCurrent decline from peak | -4.30% | -4.96% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -10.40% | +3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 2.00% | +0.06% |
Volatility
FIQVX vs. LBFFX - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) has a higher volatility of 6.85% compared to Lord Abbett Convertible Fund Class F (LBFFX) at 6.38%. This indicates that FIQVX'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
| FIQVX | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 6.38% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 12.31% | 12.18% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 14.53% | +1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.40% | 12.89% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.03% | 13.52% | +1.51% |