Correlation
The correlation between LAMYX and FDGIX is 0.94, 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.
LAMYX vs. FDGIX
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.
Performance
LAMYX vs. FDGIX - Performance Comparison
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Key characteristics
LAMYX:
0.81
FDGIX:
0.49
LAMYX:
1.13
FDGIX:
0.69
LAMYX:
1.16
FDGIX:
1.10
LAMYX:
0.76
FDGIX:
0.41
LAMYX:
2.88
FDGIX:
1.42
LAMYX:
4.37%
FDGIX:
6.23%
LAMYX:
17.38%
FDGIX:
21.93%
LAMYX:
-40.54%
FDGIX:
-61.25%
LAMYX:
-3.24%
FDGIX:
-4.51%
Returns By Period
In the year-to-date period, LAMYX achieves a 2.13% return, which is significantly lower than FDGIX's 2.26% return. Over the past 10 years, LAMYX has outperformed FDGIX with an annualized return of 11.59%, while FDGIX has yielded a comparatively lower 10.14% annualized return.
LAMYX
2.13%
2.68%
-2.65%
12.76%
13.38%
14.35%
11.59%
FDGIX
2.26%
5.19%
-0.38%
10.18%
14.00%
16.53%
10.14%
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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.
Risk-Adjusted Performance
LAMYX vs. FDGIX — Risk-Adjusted Performance Rank
LAMYX
FDGIX
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's dividend yield for the trailing twelve months is around 5.28%, less than FDGIX's 8.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAMYX Lord Abbett Dividend Growth Fund | 5.28% | 5.36% | 1.57% | 6.06% | 8.09% | 3.54% | 6.06% | 9.59% | 8.18% | 8.95% | 9.68% | 15.99% |
FDGIX Fidelity Advisor Dividend Growth Fund Class I | 8.40% | 8.74% | 3.07% | 9.21% | 5.36% | 1.55% | 4.59% | 17.80% | 16.05% | 1.36% | 7.66% | 11.53% |
Drawdowns
LAMYX vs. FDGIX - Drawdown Comparison
The maximum LAMYX drawdown since its inception was -40.54%, smaller than the maximum FDGIX drawdown of -61.25%. Use the drawdown chart below to compare losses from any high point for LAMYX and FDGIX.
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Volatility
LAMYX vs. FDGIX - Volatility Comparison
Lord Abbett Dividend Growth Fund (LAMYX) and Fidelity Advisor Dividend Growth Fund Class I (FDGIX) have volatilities of 4.04% and 4.12%, 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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