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LAMYX vs. FDGIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

LAMYX vs. FDGIX

Last updated May 12, 2025

Compare and contrast key facts about Lord Abbett Dividend Growth Fund (LAMYX) and Fidelity Advisor Dividend Growth Fund Class I (FDGIX).

LAMYX is managed by Lord Abbett. It was launched on Dec 27, 2001. FDGIX is managed by Fidelity. It was launched on Dec 28, 1998.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LAMYX or FDGIX.

Correlation

The correlation between LAMYX and FDGIX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

LAMYX vs. FDGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lord Abbett Dividend Growth Fund (LAMYX) and Fidelity Advisor Dividend Growth Fund Class I (FDGIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

LAMYX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FDGIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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LAMYX vs. FDGIX - Expense Ratio Comparison

LAMYX has a 0.66% expense ratio, which is higher than FDGIX's 0.60% expense ratio.

LAMYX
Lord Abbett Dividend Growth Fund
FDGIX
Fidelity Advisor Dividend Growth Fund Class I

Risk-Adjusted Performance

LAMYX vs. FDGIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LAMYX
The Risk-Adjusted Performance Rank of LAMYX is 5252
Overall Rank
The Sharpe Ratio Rank of LAMYX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of LAMYX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of LAMYX is 5454
Omega Ratio Rank
The Calmar Ratio Rank of LAMYX is 5757
Calmar Ratio Rank
The Martin Ratio Rank of LAMYX is 4848
Martin Ratio Rank
FDGIX
The Risk-Adjusted Performance Rank of FDGIX is 2525
Overall Rank
The Sharpe Ratio Rank of FDGIX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of FDGIX is 2626
Sortino Ratio Rank
The Omega Ratio Rank of FDGIX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of FDGIX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of FDGIX is 2525
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LAMYX vs. FDGIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Dividend Growth Fund (LAMYX) and Fidelity Advisor Dividend Growth Fund Class I (FDGIX). 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.

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Dividends

LAMYX vs. FDGIX - Dividend Comparison

LAMYX has not paid dividends to shareholders, while FDGIX's dividend yield for the trailing twelve months is around 0.75%.

TTM20242023202220212020201920182017201620152014
LAMYX
Lord Abbett Dividend Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FDGIX
Fidelity Advisor Dividend Growth Fund Class I		0.75%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LAMYX vs. FDGIX - Drawdown Comparison

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Volatility

LAMYX vs. FDGIX - Volatility Comparison

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