FTCVX vs. LBFFX
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class M (FTCVX) and Lord Abbett Convertible Fund Class F (LBFFX).
FTCVX is managed by Fidelity. It was launched on Feb 19, 2009. LBFFX is managed by Lord Abbett.
Performance
FTCVX vs. LBFFX - Performance Comparison
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FTCVX vs. LBFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTCVX Fidelity Advisor Convertible Securities Fund Class M | 1.27% | 17.67% | 7.70% | 12.42% | -15.82% | 9.35% | 41.70% | 27.83% | -1.88% | 8.54% |
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, FTCVX achieves a 1.27% return, which is significantly lower than LBFFX's 1.71% return. Over the past 10 years, FTCVX has underperformed LBFFX with an annualized return of 10.70%, while LBFFX has yielded a comparatively higher 11.61% annualized return.
FTCVX
- 1D
- -1.69%
- 1M
- -5.65%
- YTD
- 1.27%
- 6M
- 2.27%
- 1Y
- 23.90%
- 3Y*
- 11.56%
- 5Y*
- 5.06%
- 10Y*
- 10.70%
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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FTCVX vs. LBFFX - Expense Ratio Comparison
FTCVX has a 1.23% expense ratio, which is higher than LBFFX's 0.93% expense ratio.
Return for Risk
FTCVX vs. LBFFX — Risk / Return Rank
FTCVX
LBFFX
FTCVX vs. LBFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class M (FTCVX) 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.
| FTCVX | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.80 | -0.30 |
Sortino ratioReturn per unit of downside risk | 2.06 | 2.44 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.33 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.79 | 3.45 | -0.66 |
Martin ratioReturn relative to average drawdown | 10.49 | 12.36 | -1.87 |
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
| FTCVX | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.80 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.23 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.86 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.61 | +0.30 |
Correlation
The correlation between FTCVX 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
FTCVX vs. LBFFX - Dividend Comparison
FTCVX's dividend yield for the trailing twelve months is around 10.76%, more than LBFFX's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCVX Fidelity Advisor Convertible Securities Fund Class M | 10.76% | 10.89% | 1.66% | 3.03% | 3.18% | 20.07% | 10.32% | 2.74% | 9.06% | 3.78% | 4.32% | 9.73% |
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
FTCVX vs. LBFFX - Drawdown Comparison
The maximum FTCVX drawdown since its inception was -25.10%, smaller than the maximum LBFFX drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for FTCVX and LBFFX.
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Drawdown Indicators
| FTCVX | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.10% | -41.13% | +16.03% |
Max Drawdown (1Y)Largest decline over 1 year | -7.76% | -7.07% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -24.45% | -30.86% | +6.41% |
Max Drawdown (10Y)Largest decline over 10 years | -25.10% | -33.61% | +8.51% |
Current DrawdownCurrent decline from peak | -6.82% | -7.07% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -10.40% | +4.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 1.97% | +0.09% |
Volatility
FTCVX vs. LBFFX - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class M (FTCVX) has a higher volatility of 6.33% compared to Lord Abbett Convertible Fund Class F (LBFFX) at 5.98%. This indicates that FTCVX'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
| FTCVX | 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 | 12.09% | 12.02% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.66% | 14.39% | +1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.38% | 12.86% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.51% | 13.50% | +0.01% |