LAFFX vs. AGTHX
Compare and contrast key facts about Lord Abbett Affiliated Fund (LAFFX) and American Funds The Growth Fund of America Class A (AGTHX).
LAFFX is managed by Lord Abbett. It was launched on Jan 3, 1950. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
LAFFX vs. AGTHX - Performance Comparison
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LAFFX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 1.20% | 15.75% | 17.30% | 10.50% | -9.80% | 26.77% | -1.29% | 25.24% | -7.59% | 16.16% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, LAFFX achieves a 1.20% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, LAFFX has underperformed AGTHX with an annualized return of 10.15%, while AGTHX has yielded a comparatively higher 14.32% annualized return.
LAFFX
- 1D
- 2.17%
- 1M
- -5.28%
- YTD
- 1.20%
- 6M
- 4.19%
- 1Y
- 16.39%
- 3Y*
- 15.98%
- 5Y*
- 9.60%
- 10Y*
- 10.15%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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LAFFX vs. AGTHX - Expense Ratio Comparison
LAFFX has a 0.71% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
LAFFX vs. AGTHX — Risk / Return Rank
LAFFX
AGTHX
LAFFX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and American Funds The Growth Fund of America Class A (AGTHX). 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 | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.84 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.34 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.26 | +0.36 |
Martin ratioReturn relative to average drawdown | 7.39 | 4.78 | +2.61 |
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 | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.84 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.45 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.73 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.68 | -0.24 |
Correlation
The correlation between LAFFX and AGTHX 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.
Dividends
LAFFX vs. AGTHX - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 7.11%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 7.11% | 7.49% | 6.32% | 1.69% | 7.86% | 3.86% | 1.93% | 4.31% | 11.75% | 11.96% | 7.76% | 10.67% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
LAFFX vs. AGTHX - Drawdown Comparison
The maximum LAFFX drawdown since its inception was -60.50%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for LAFFX and AGTHX.
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Drawdown Indicators
| LAFFX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -51.91% | -8.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.94% | -13.76% | +2.82% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -36.38% | +16.88% |
Max Drawdown (10Y)Largest decline over 10 years | -39.59% | -36.38% | -3.21% |
Current DrawdownCurrent decline from peak | -5.59% | -10.70% | +5.11% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -9.23% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 3.63% | -1.23% |
Volatility
LAFFX vs. AGTHX - Volatility Comparison
The current volatility for Lord Abbett Affiliated Fund (LAFFX) is 4.55%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that LAFFX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAFFX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 6.76% | -2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 12.13% | -3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.27% | 21.01% | -5.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 20.23% | -5.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 19.64% | -2.20% |