LADYX vs. VFTNX
Compare and contrast key facts about Lord Abbett Developing Growth Fund Class I (LADYX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX).
LADYX is managed by Lord Abbett. It was launched on Dec 30, 1997. VFTNX is a passively managed fund by Vanguard that tracks the performance of the FTSE4Good US Select Index. It was launched on Jan 14, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LADYX or VFTNX.
Correlation
The correlation between LADYX and VFTNX is 0.83, 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.
Performance
LADYX vs. VFTNX - Performance Comparison
Key characteristics
LADYX:
0.73
VFTNX:
1.82
LADYX:
1.12
VFTNX:
2.44
LADYX:
1.14
VFTNX:
1.33
LADYX:
0.35
VFTNX:
2.74
LADYX:
3.79
VFTNX:
11.07
LADYX:
4.40%
VFTNX:
2.31%
LADYX:
22.78%
VFTNX:
14.03%
LADYX:
-64.52%
VFTNX:
-61.92%
LADYX:
-35.97%
VFTNX:
0.00%
Returns By Period
In the year-to-date period, LADYX achieves a 0.51% return, which is significantly lower than VFTNX's 4.19% return. Over the past 10 years, LADYX has underperformed VFTNX with an annualized return of 1.36%, while VFTNX has yielded a comparatively higher 13.65% annualized return.
LADYX
0.51%
-2.40%
6.00%
13.34%
1.82%
1.36%
VFTNX
4.19%
2.40%
10.84%
24.34%
14.20%
13.65%
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LADYX vs. VFTNX - Expense Ratio Comparison
LADYX has a 0.67% expense ratio, which is higher than VFTNX's 0.12% expense ratio.
Risk-Adjusted Performance
LADYX vs. VFTNX — Risk-Adjusted Performance Rank
LADYX
VFTNX
LADYX vs. VFTNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Developing Growth Fund Class I (LADYX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX). 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.
Dividends
LADYX vs. VFTNX - Dividend Comparison
LADYX's dividend yield for the trailing twelve months is around 0.21%, less than VFTNX's 0.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LADYX Lord Abbett Developing Growth Fund Class I | 0.21% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | 0.97% | 1.01% | 1.12% | 1.37% | 0.95% | 1.22% | 1.46% | 1.82% | 1.49% | 1.82% | 1.60% | 1.33% |
Drawdowns
LADYX vs. VFTNX - Drawdown Comparison
The maximum LADYX drawdown since its inception was -64.52%, roughly equal to the maximum VFTNX drawdown of -61.92%. Use the drawdown chart below to compare losses from any high point for LADYX and VFTNX. For additional features, visit the drawdowns tool.
Volatility
LADYX vs. VFTNX - Volatility Comparison
Lord Abbett Developing Growth Fund Class I (LADYX) has a higher volatility of 7.71% compared to Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) at 3.52%. This indicates that LADYX's price experiences larger fluctuations and is considered to be riskier than VFTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.