LAVLX vs. ALFAX
Compare and contrast key facts about Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett Alpha Strategy Fund (ALFAX).
LAVLX is managed by Lord Abbett. It was launched on Jun 28, 1983. ALFAX is managed by Lord Abbett. It was launched on Mar 18, 1998.
Performance
LAVLX vs. ALFAX - Performance Comparison
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LAVLX vs. ALFAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAVLX Lord Abbett Mid Cap Stock Fund | -1.87% | 7.28% | 14.96% | 15.50% | -11.02% | 28.79% | 2.73% | 22.92% | -14.55% | 7.06% |
ALFAX Lord Abbett Alpha Strategy Fund | -2.53% | 8.80% | 13.18% | 13.92% | -23.50% | 15.01% | 26.16% | 24.95% | -9.72% | 20.61% |
Returns By Period
In the year-to-date period, LAVLX achieves a -1.87% return, which is significantly higher than ALFAX's -2.53% return. Over the past 10 years, LAVLX has underperformed ALFAX with an annualized return of 7.73%, while ALFAX has yielded a comparatively higher 8.73% annualized return.
LAVLX
- 1D
- -0.21%
- 1M
- -7.54%
- YTD
- -1.87%
- 6M
- 0.35%
- 1Y
- 9.46%
- 3Y*
- 11.24%
- 5Y*
- 7.04%
- 10Y*
- 7.73%
ALFAX
- 1D
- -1.32%
- 1M
- -9.32%
- YTD
- -2.53%
- 6M
- -1.61%
- 1Y
- 16.40%
- 3Y*
- 8.86%
- 5Y*
- 1.80%
- 10Y*
- 8.73%
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LAVLX vs. ALFAX - Expense Ratio Comparison
LAVLX has a 0.98% expense ratio, which is lower than ALFAX's 1.40% expense ratio.
Return for Risk
LAVLX vs. ALFAX — Risk / Return Rank
LAVLX
ALFAX
LAVLX vs. ALFAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett Alpha Strategy Fund (ALFAX). 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.
| LAVLX | ALFAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.80 | -0.22 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.23 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.17 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.07 | -0.45 |
Martin ratioReturn relative to average drawdown | 2.66 | 4.45 | -1.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LAVLX | ALFAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.80 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.09 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.43 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.40 | +0.18 |
Correlation
The correlation between LAVLX and ALFAX is 0.86, 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.
Dividends
LAVLX vs. ALFAX - Dividend Comparison
LAVLX's dividend yield for the trailing twelve months is around 7.17%, more than ALFAX's 5.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAVLX Lord Abbett Mid Cap Stock Fund | 7.17% | 7.04% | 9.70% | 1.23% | 8.40% | 8.51% | 1.19% | 3.19% | 6.55% | 2.67% | 0.60% | 0.79% |
ALFAX Lord Abbett Alpha Strategy Fund | 5.44% | 5.30% | 0.80% | 0.46% | 6.94% | 5.38% | 7.99% | 14.66% | 16.61% | 11.96% | 11.85% | 15.83% |
Drawdowns
LAVLX vs. ALFAX - Drawdown Comparison
The maximum LAVLX drawdown since its inception was -60.58%, which is greater than ALFAX's maximum drawdown of -57.11%. Use the drawdown chart below to compare losses from any high point for LAVLX and ALFAX.
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Drawdown Indicators
| LAVLX | ALFAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.58% | -57.11% | -3.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -13.07% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -33.88% | +12.12% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -40.29% | -1.87% |
Current DrawdownCurrent decline from peak | -7.72% | -10.31% | +2.59% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -12.94% | +4.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 3.13% | -0.08% |
Volatility
LAVLX vs. ALFAX - Volatility Comparison
The current volatility for Lord Abbett Mid Cap Stock Fund (LAVLX) is 4.11%, while Lord Abbett Alpha Strategy Fund (ALFAX) has a volatility of 6.61%. This indicates that LAVLX experiences smaller price fluctuations and is considered to be less risky than ALFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAVLX | ALFAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 6.61% | -2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 12.41% | -3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 20.01% | -2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 19.76% | -2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.52% | 20.59% | -1.07% |