LAFFX vs. LAVLX
Compare and contrast key facts about Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Mid Cap Stock Fund (LAVLX).
LAFFX is managed by Lord Abbett. It was launched on Jan 3, 1950. LAVLX is managed by Lord Abbett. It was launched on Jun 28, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LAFFX or LAVLX.
Correlation
The correlation between LAFFX and LAVLX is 0.87, 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.
Performance
LAFFX vs. LAVLX - Performance Comparison
Key characteristics
LAFFX:
1.31
LAVLX:
0.53
LAFFX:
1.82
LAVLX:
0.76
LAFFX:
1.24
LAVLX:
1.11
LAFFX:
1.49
LAVLX:
0.57
LAFFX:
4.56
LAVLX:
1.70
LAFFX:
3.50%
LAVLX:
5.03%
LAFFX:
12.11%
LAVLX:
16.21%
LAFFX:
-64.67%
LAVLX:
-68.35%
LAFFX:
-5.18%
LAVLX:
-10.75%
Returns By Period
In the year-to-date period, LAFFX achieves a 5.10% return, which is significantly higher than LAVLX's 4.30% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: LAFFX at 4.03% and LAVLX at 4.03%.
LAFFX
5.10%
5.10%
7.73%
15.89%
6.99%
4.03%
LAVLX
4.30%
4.30%
1.40%
8.52%
5.73%
4.03%
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LAFFX vs. LAVLX - Expense Ratio Comparison
LAFFX has a 0.71% expense ratio, which is lower than LAVLX's 0.98% expense ratio.
Risk-Adjusted Performance
LAFFX vs. LAVLX — Risk-Adjusted Performance Rank
LAFFX
LAVLX
LAFFX vs. LAVLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Mid Cap Stock Fund (LAVLX). 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. LAVLX - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 1.65%, more than LAVLX's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 1.65% | 1.74% | 1.69% | 1.93% | 1.42% | 1.92% | 2.18% | 2.48% | 2.21% | 2.43% | 2.54% | 2.16% |
LAVLX Lord Abbett Mid Cap Stock Fund | 0.58% | 0.60% | 0.54% | 1.07% | 0.77% | 1.20% | 0.88% | 1.07% | 0.91% | 0.60% | 0.79% | 0.94% |
Drawdowns
LAFFX vs. LAVLX - Drawdown Comparison
The maximum LAFFX drawdown since its inception was -64.67%, smaller than the maximum LAVLX drawdown of -68.35%. Use the drawdown chart below to compare losses from any high point for LAFFX and LAVLX. For additional features, visit the drawdowns tool.
Volatility
LAFFX vs. LAVLX - Volatility Comparison
Lord Abbett Affiliated Fund (LAFFX) and Lord Abbett Mid Cap Stock Fund (LAVLX) have volatilities of 3.26% 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.