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.
Performance
LAFFX vs. LAVLX - Performance Comparison
Returns By Period
In the year-to-date period, LAFFX achieves a 23.90% return, which is significantly higher than LAVLX's 21.96% return. Over the past 10 years, LAFFX has underperformed LAVLX with an annualized return of 4.54%, while LAVLX has yielded a comparatively higher 5.07% annualized return.
LAFFX
23.90%
3.77%
13.61%
30.99%
7.99%
4.54%
LAVLX
21.96%
5.35%
12.43%
30.93%
7.59%
5.07%
Key characteristics
| LAFFX | LAVLX | |
|---|---|---|
| Sharpe Ratio | 2.82 | 2.29 |
| Sortino Ratio | 3.99 | 3.23 |
| Omega Ratio | 1.51 | 1.39 |
| Calmar Ratio | 2.65 | 1.70 |
| Martin Ratio | 19.20 | 12.86 |
| Ulcer Index | 1.61% | 2.41% |
| Daily Std Dev | 10.97% | 13.53% |
| Max Drawdown | -64.67% | -68.35% |
| Current Drawdown | 0.00% | -0.46% |
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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.
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.
Risk-Adjusted Performance
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 1.36%, more than LAVLX's 0.44% 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% |
LAVLX Lord Abbett Mid Cap Stock Fund | 0.44% | 0.54% | 1.07% | 0.77% | 1.20% | 0.88% | 1.07% | 0.91% | 0.60% | 0.79% | 0.47% | 0.37% |
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
The current volatility for Lord Abbett Affiliated Fund (LAFFX) is 3.72%, while Lord Abbett Mid Cap Stock Fund (LAVLX) has a volatility of 4.94%. This indicates that LAFFX experiences smaller price fluctuations and is considered to be less risky than LAVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.