LAVLX vs. FXAIX
Compare and contrast key facts about Lord Abbett Mid Cap Stock Fund (LAVLX) and Fidelity 500 Index Fund (FXAIX).
LAVLX is managed by Lord Abbett. It was launched on Jun 28, 1983. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LAVLX or FXAIX.
Performance
LAVLX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, LAVLX achieves a 21.96% return, which is significantly lower than FXAIX's 26.70% return. Over the past 10 years, LAVLX has underperformed FXAIX with an annualized return of 5.07%, while FXAIX has yielded a comparatively higher 13.12% annualized return.
LAVLX
21.96%
5.35%
12.43%
30.93%
7.59%
5.07%
FXAIX
26.70%
3.09%
13.28%
32.84%
15.78%
13.12%
Key characteristics
| LAVLX | FXAIX | |
|---|---|---|
| Sharpe Ratio | 2.29 | 2.68 |
| Sortino Ratio | 3.23 | 3.58 |
| Omega Ratio | 1.39 | 1.50 |
| Calmar Ratio | 1.70 | 3.89 |
| Martin Ratio | 12.86 | 17.48 |
| Ulcer Index | 2.41% | 1.88% |
| Daily Std Dev | 13.53% | 12.24% |
| Max Drawdown | -68.35% | -33.79% |
| Current Drawdown | -0.46% | -0.46% |
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LAVLX vs. FXAIX - Expense Ratio Comparison
LAVLX has a 0.98% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Correlation
The correlation between LAVLX and FXAIX is 0.88, 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
LAVLX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Mid Cap Stock Fund (LAVLX) and Fidelity 500 Index Fund (FXAIX). 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
LAVLX vs. FXAIX - Dividend Comparison
LAVLX's dividend yield for the trailing twelve months is around 0.44%, less than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
LAVLX vs. FXAIX - Drawdown Comparison
The maximum LAVLX drawdown since its inception was -68.35%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for LAVLX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
LAVLX vs. FXAIX - Volatility Comparison
Lord Abbett Mid Cap Stock Fund (LAVLX) has a higher volatility of 4.94% compared to Fidelity 500 Index Fund (FXAIX) at 3.96%. This indicates that LAVLX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.