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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LAFFX or AGTHX.
Performance
LAFFX vs. AGTHX - Performance Comparison
Returns By Period
In the year-to-date period, LAFFX achieves a 23.90% return, which is significantly lower than AGTHX's 29.24% return. Over the past 10 years, LAFFX has underperformed AGTHX with an annualized return of 4.54%, while AGTHX has yielded a comparatively higher 13.54% annualized return.
LAFFX
23.90%
3.77%
13.61%
30.99%
7.99%
4.54%
AGTHX
29.24%
4.44%
13.69%
37.07%
15.45%
13.54%
Key characteristics
| LAFFX | AGTHX | |
|---|---|---|
| Sharpe Ratio | 2.82 | 2.46 |
| Sortino Ratio | 3.99 | 3.24 |
| Omega Ratio | 1.51 | 1.44 |
| Calmar Ratio | 2.65 | 2.13 |
| Martin Ratio | 19.20 | 15.80 |
| Ulcer Index | 1.61% | 2.35% |
| Daily Std Dev | 10.97% | 15.06% |
| Max Drawdown | -64.67% | -65.35% |
| Current Drawdown | 0.00% | -0.95% |
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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.
Correlation
The correlation between LAFFX and AGTHX is 0.79, 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.
Risk-Adjusted Performance
LAFFX vs. AGTHX - Risk-Adjusted Performance 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.
Dividends
LAFFX vs. AGTHX - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 1.36%, less than AGTHX's 5.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 1.36% | 1.69% | 1.93% | 1.42% | 1.92% | 2.18% | 2.48% | 2.21% | 2.43% | 2.54% | 2.16% | 1.88% |
AGTHX American Funds The Growth Fund of America Class A | 5.27% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
Drawdowns
LAFFX vs. AGTHX - Drawdown Comparison
The maximum LAFFX drawdown since its inception was -64.67%, roughly equal to the maximum AGTHX drawdown of -65.35%. Use the drawdown chart below to compare losses from any high point for LAFFX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
LAFFX vs. AGTHX - Volatility Comparison
The current volatility for Lord Abbett Affiliated Fund (LAFFX) is 3.72%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 4.60%. 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.