LAFFX vs. ACIIX
Compare and contrast key facts about Lord Abbett Affiliated Fund (LAFFX) and American Century Equity Income Fund Class I (ACIIX).
LAFFX is managed by Lord Abbett. It was launched on Jan 3, 1950. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
LAFFX vs. ACIIX - Performance Comparison
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LAFFX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | -0.95% | 15.75% | 17.30% | 10.50% | -9.80% | 26.77% | -1.29% | 25.24% | -7.59% | 16.16% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, LAFFX achieves a -0.95% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, LAFFX has outperformed ACIIX with an annualized return of 9.91%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
LAFFX
- 1D
- -0.30%
- 1M
- -7.20%
- YTD
- -0.95%
- 6M
- 1.59%
- 1Y
- 14.23%
- 3Y*
- 15.15%
- 5Y*
- 9.34%
- 10Y*
- 9.91%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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LAFFX vs. ACIIX - Expense Ratio Comparison
LAFFX has a 0.71% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
LAFFX vs. ACIIX — Risk / Return Rank
LAFFX
ACIIX
LAFFX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and American Century Equity Income Fund Class I (ACIIX). 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.
| LAFFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.93 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.35 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.11 | +0.13 |
Martin ratioReturn relative to average drawdown | 5.72 | 4.37 | +1.35 |
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
| LAFFX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.93 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.70 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.67 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.53 | -0.09 |
Correlation
The correlation between LAFFX and ACIIX is 0.90, 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
LAFFX vs. ACIIX - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 7.27%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 7.27% | 7.49% | 6.32% | 1.69% | 7.86% | 3.86% | 1.93% | 4.31% | 11.75% | 11.96% | 7.76% | 10.67% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
LAFFX vs. ACIIX - Drawdown Comparison
The maximum LAFFX drawdown since its inception was -60.50%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for LAFFX and ACIIX.
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Drawdown Indicators
| LAFFX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -39.16% | -21.34% |
Max Drawdown (1Y)Largest decline over 1 year | -10.94% | -8.96% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -13.49% | -6.01% |
Max Drawdown (10Y)Largest decline over 10 years | -39.59% | -32.76% | -6.83% |
Current DrawdownCurrent decline from peak | -7.59% | -5.73% | -1.86% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -5.26% | -3.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.30% | +0.07% |
Volatility
LAFFX vs. ACIIX - Volatility Comparison
Lord Abbett Affiliated Fund (LAFFX) has a higher volatility of 3.81% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that LAFFX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAFFX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 2.76% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 6.05% | +1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.16% | 11.61% | +3.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 10.74% | +3.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 13.37% | +4.05% |