LAFFX vs. LAMYX
LAFFX (Lord Abbett Affiliated Fund) and LAMYX (Lord Abbett Dividend Growth Fund) are both mutual funds - LAFFX is a Large Cap Value Equities fund managed by Lord Abbett, while LAMYX is a Large Cap Blend Equities fund managed by Lord Abbett. Over the past 10 years, LAFFX returned 11.28%/yr vs 13.34%/yr for LAMYX. Their correlation of 0.92 suggests significant overlap in exposure. LAFFX charges 0.71%/yr vs 0.66%/yr for LAMYX.
Performance
LAFFX vs. LAMYX - Performance Comparison
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Returns By Period
In the year-to-date period, LAFFX achieves a 12.03% return, which is significantly higher than LAMYX's 7.54% return. Over the past 10 years, LAFFX has underperformed LAMYX with an annualized return of 11.28%, while LAMYX has yielded a comparatively higher 13.34% annualized return.
LAFFX
- 1D
- 0.63%
- 1M
- 3.94%
- YTD
- 12.03%
- 6M
- 11.23%
- 1Y
- 24.46%
- 3Y*
- 19.42%
- 5Y*
- 11.01%
- 10Y*
- 11.28%
LAMYX
- 1D
- -0.07%
- 1M
- 0.96%
- YTD
- 7.54%
- 6M
- 6.84%
- 1Y
- 20.70%
- 3Y*
- 19.09%
- 5Y*
- 12.10%
- 10Y*
- 13.34%
LAFFX vs. LAMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 12.03% | 15.75% | 17.30% | 10.50% | -9.80% | 26.77% | -1.29% | 25.24% | -7.59% | 16.16% |
LAMYX Lord Abbett Dividend Growth Fund | 7.54% | 16.44% | 22.61% | 16.66% | -13.29% | 25.76% | 15.80% | 26.91% | -4.52% | 19.42% |
Correlation
The correlation between LAFFX and LAMYX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Dec 27, 2001 | 0.92 |
The correlation between LAFFX and LAMYX has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
LAFFX vs. LAMYX — Risk / Return Rank
LAFFX
LAMYX
LAFFX vs. LAMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Dividend Growth Fund (LAMYX). 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 | LAMYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.38 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.36 | 2.91 | +0.46 |
| Martin ratioReturn relative to average drawdown | 14.10 | 12.58 | +1.52 |
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Drawdowns
LAFFX vs. LAMYX - Drawdown Comparison
The maximum LAFFX drawdown since its inception was -60.50%, which is greater than LAMYX's maximum drawdown of -40.55%. Use the drawdown chart below to compare losses from any high point for LAFFX and LAMYX.
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Drawdown Indicators
| LAFFX | LAMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -40.55% | -19.95% |
Max Drawdown (1Y)Largest decline over 1 year | -7.59% | -7.58% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -15.38% | -16.50% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -21.95% | +2.45% |
Max Drawdown (10Y)Largest decline over 10 years | -39.59% | -33.47% | -6.12% |
Current DrawdownCurrent decline from peak | 0.00% | -0.91% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -5.72% | -3.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 1.75% | +0.06% |
Volatility
LAFFX vs. LAMYX - Volatility Comparison
Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Dividend Growth Fund (LAMYX) have volatilities of 3.20% and 3.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAFFX | LAMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.20% | 3.30% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.62% | 8.28% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 10.56% | +0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 15.36% | -0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.46% | 16.96% | +0.50% |
LAFFX vs. LAMYX - Expense Ratio Comparison
LAFFX has a 0.71% expense ratio, which is higher than LAMYX's 0.66% expense ratio.
Dividends
LAFFX vs. LAMYX - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 6.42%, more than LAMYX's 4.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 6.42% | 7.49% | 6.32% | 1.69% | 7.86% | 3.86% | 1.93% | 4.31% | 11.75% | 11.96% | 7.76% | 10.67% |
LAMYX Lord Abbett Dividend Growth Fund | 4.64% | 5.21% | 5.36% | 1.57% | 6.06% | 8.03% | 3.54% | 6.06% | 9.59% | 8.18% | 8.95% | 9.68% |
Frequently Asked Questions
With a correlation of 0.90, LAFFX and LAMYX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
LAMYX has higher volatility (3.30%) compared to LAFFX (3.20%). In terms of maximum drawdown, LAFFX dropped -60.50% vs LAMYX's -40.55%.
LAFFX currently has the higher Sharpe Ratio (2.37 vs 2.09), 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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