LAVLX vs. HWMIX
Compare and contrast key facts about Lord Abbett Mid Cap Stock Fund (LAVLX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
LAVLX is managed by Lord Abbett. It was launched on Jun 28, 1983. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Performance
LAVLX vs. HWMIX - Performance Comparison
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LAVLX vs. HWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAVLX Lord Abbett Mid Cap Stock Fund | 0.27% | 7.28% | 14.96% | 15.50% | -11.02% | 28.79% | 2.73% | 22.92% | -14.55% | 7.06% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 6.74% | 7.87% | 3.62% | 19.87% | 1.63% | 39.18% | 0.49% | 12.97% | -19.32% | 7.69% |
Returns By Period
In the year-to-date period, LAVLX achieves a 0.27% return, which is significantly lower than HWMIX's 6.74% return. Over the past 10 years, LAVLX has underperformed HWMIX with an annualized return of 7.96%, while HWMIX has yielded a comparatively higher 9.08% annualized return.
LAVLX
- 1D
- 2.17%
- 1M
- -5.71%
- YTD
- 0.27%
- 6M
- 2.35%
- 1Y
- 11.53%
- 3Y*
- 12.04%
- 5Y*
- 7.25%
- 10Y*
- 7.96%
HWMIX
- 1D
- 1.52%
- 1M
- -2.06%
- YTD
- 6.74%
- 6M
- 8.96%
- 1Y
- 22.13%
- 3Y*
- 12.01%
- 5Y*
- 9.76%
- 10Y*
- 9.08%
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LAVLX vs. HWMIX - Expense Ratio Comparison
LAVLX has a 0.98% expense ratio, which is lower than HWMIX's 1.01% expense ratio.
Return for Risk
LAVLX vs. HWMIX — Risk / Return Rank
LAVLX
HWMIX
LAVLX vs. HWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Mid Cap Stock Fund (LAVLX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX). 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 | HWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.93 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.41 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.21 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.35 | -0.41 |
Martin ratioReturn relative to average drawdown | 4.03 | 5.49 | -1.47 |
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 | HWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.93 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.44 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.36 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.47 | +0.10 |
Correlation
The correlation between LAVLX and HWMIX is 0.89, 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. HWMIX - Dividend Comparison
LAVLX's dividend yield for the trailing twelve months is around 7.02%, more than HWMIX's 1.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAVLX Lord Abbett Mid Cap Stock Fund | 7.02% | 7.04% | 9.70% | 1.23% | 8.40% | 8.51% | 1.19% | 3.19% | 6.55% | 2.67% | 0.60% | 0.79% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.31% | 1.39% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 2.99% | 6.72% | 1.53% | 14.67% |
Drawdowns
LAVLX vs. HWMIX - Drawdown Comparison
The maximum LAVLX drawdown since its inception was -60.58%, smaller than the maximum HWMIX drawdown of -69.84%. Use the drawdown chart below to compare losses from any high point for LAVLX and HWMIX.
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Drawdown Indicators
| LAVLX | HWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.58% | -69.84% | +9.26% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -16.87% | +3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -25.90% | +4.14% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -63.21% | +21.05% |
Current DrawdownCurrent decline from peak | -5.71% | -3.32% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -10.89% | +2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 4.15% | -1.08% |
Volatility
LAVLX vs. HWMIX - Volatility Comparison
Lord Abbett Mid Cap Stock Fund (LAVLX) has a higher volatility of 4.80% compared to Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) at 4.30%. This indicates that LAVLX's price experiences larger fluctuations and is considered to be riskier than HWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAVLX | HWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 4.30% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.02% | 12.42% | -3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.28% | 23.86% | -6.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.32% | 22.34% | -5.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.53% | 25.62% | -6.09% |