LAFFX vs. AGTHX
LAFFX (Lord Abbett Affiliated Fund) and AGTHX (American Funds The Growth Fund of America Class A) are both mutual funds - LAFFX is a Large Cap Value Equities fund managed by Lord Abbett, while AGTHX is a Large Cap Growth Equities fund actively managed by Capital Group. Over the past 10 years, LAFFX returned 10.64%/yr vs 15.03%/yr for AGTHX. Their correlation of 0.82 means they have usually moved in the same direction. LAFFX charges 0.71%/yr vs 0.59%/yr for AGTHX.
Performance
LAFFX vs. AGTHX - Performance Comparison
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Returns By Period
In the year-to-date period, LAFFX achieves a 11.98% return, which is significantly higher than AGTHX's 4.39% return. Over the past 10 years, LAFFX has underperformed AGTHX with an annualized return of 10.64%, while AGTHX has yielded a comparatively higher 15.03% annualized return.
LAFFX
- 1D
- 0.36%
- 1M
- 0.00%
- 6M
- 7.16%
- YTD
- 11.98%
- 1Y
- 21.64%
- 3Y*
- 16.98%
- 5Y*
- 10.42%
- 10Y*
- 10.64%
- ALL TIME*
- 8.13%
AGTHX
- 1D
- 1.92%
- 1M
- -3.25%
- 6M
- 3.77%
- YTD
- 4.39%
- 1Y
- 12.89%
- 3Y*
- 19.66%
- 5Y*
- 10.11%
- 10Y*
- 15.03%
- ALL TIME*
- 12.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LAFFX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 11.98% | 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 | 4.39% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Correlation
The correlation between LAFFX and AGTHX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1990 | 0.82 |
The correlation between LAFFX and AGTHX shifts across timeframes, from 0.70 (1 year) to 0.82 (all time), reflecting how their relationship changes across market environments.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LAFFX | AGTHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.19 | ||
| Sortino ratioReturn per unit of downside risk | +1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.12 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.63 | 0.80 | +1.83 |
| Martin ratioReturn relative to average drawdown | 11.03 | 2.89 | +8.14 |
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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 | -7.59% | -13.76% | +6.17% |
Max Drawdown (3Y)Largest decline over 3 years | -15.38% | -21.57% | +6.19% |
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 | -1.24% | -5.49% | +4.25% |
Average DrawdownAverage peak-to-trough decline | -8.99% | -9.17% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 3.80% | -1.99% |
Volatility
LAFFX vs. AGTHX - Volatility Comparison
The current volatility for Lord Abbett Affiliated Fund (LAFFX) is 2.47%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 4.82%. 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 | 2.47% | 4.82% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 13.65% | -5.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.86% | 16.90% | -6.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.52% | 20.52% | -6.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 19.76% | -2.38% |
LAFFX vs. AGTHX - Expense Ratio Comparison
LAFFX has a 0.71% expense ratio, which is higher than AGTHX's 0.59% expense ratio.
Dividends
LAFFX vs. AGTHX - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 6.41%, less than AGTHX's 10.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 10.24% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
LAFFX Lord Abbett Affiliated Fund | 6.41% | 7.49% | 6.32% | 1.69% | 7.86% | 3.86% | 1.93% | 4.31% | 11.75% | 11.96% | 7.76% | 10.67% |
Frequently Asked Questions
LAFFX and AGTHX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGTHX has higher volatility (4.82%) compared to LAFFX (2.47%). In terms of maximum drawdown, LAFFX dropped -60.50% vs AGTHX's -51.91%.
LAFFX currently has the higher Sharpe Ratio (1.84 vs 0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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