LAVLX vs. LAIDX
Compare and contrast key facts about Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett International Value Fund (LAIDX).
LAVLX is managed by Lord Abbett. It was launched on Jun 28, 1983. LAIDX is managed by Lord Abbett. It was launched on Jun 29, 2008.
Performance
LAVLX vs. LAIDX - Performance Comparison
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LAVLX vs. LAIDX - 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% |
LAIDX Lord Abbett International Value Fund | 0.28% | 38.19% | 8.03% | 15.65% | -10.62% | 9.90% | 4.19% | 17.90% | -15.74% | 21.75% |
Returns By Period
The year-to-date returns for both investments are quite close, with LAVLX having a 0.27% return and LAIDX slightly higher at 0.28%. Both investments have delivered pretty close results over the past 10 years, with LAVLX having a 7.96% annualized return and LAIDX not far ahead at 8.31%.
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%
LAIDX
- 1D
- 2.50%
- 1M
- -7.38%
- YTD
- 0.28%
- 6M
- 7.69%
- 1Y
- 25.09%
- 3Y*
- 17.27%
- 5Y*
- 9.45%
- 10Y*
- 8.31%
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LAVLX vs. LAIDX - Expense Ratio Comparison
LAVLX has a 0.98% expense ratio, which is higher than LAIDX's 0.82% expense ratio.
Return for Risk
LAVLX vs. LAIDX — Risk / Return Rank
LAVLX
LAIDX
LAVLX vs. LAIDX - 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 International Value Fund (LAIDX). 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 | LAIDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.53 | -0.84 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.99 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.31 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.97 | -1.03 |
Martin ratioReturn relative to average drawdown | 4.03 | 7.54 | -3.51 |
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 | LAIDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.53 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.62 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.49 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.23 | +0.35 |
Correlation
The correlation between LAVLX and LAIDX is 0.75, 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. LAIDX - Dividend Comparison
LAVLX's dividend yield for the trailing twelve months is around 7.02%, more than LAIDX's 2.40% 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% |
LAIDX Lord Abbett International Value Fund | 2.40% | 2.75% | 3.55% | 3.31% | 4.00% | 3.49% | 2.31% | 3.25% | 3.67% | 3.04% | 3.94% | 3.82% |
Drawdowns
LAVLX vs. LAIDX - Drawdown Comparison
The maximum LAVLX drawdown since its inception was -60.58%, which is greater than LAIDX's maximum drawdown of -52.40%. Use the drawdown chart below to compare losses from any high point for LAVLX and LAIDX.
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Drawdown Indicators
| LAVLX | LAIDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.58% | -52.40% | -8.18% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -12.14% | -0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -28.31% | +6.55% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -42.34% | +0.18% |
Current DrawdownCurrent decline from peak | -5.71% | -9.42% | +3.71% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -11.42% | +3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 3.18% | -0.11% |
Volatility
LAVLX vs. LAIDX - Volatility Comparison
The current volatility for Lord Abbett Mid Cap Stock Fund (LAVLX) is 4.80%, while Lord Abbett International Value Fund (LAIDX) has a volatility of 7.71%. This indicates that LAVLX experiences smaller price fluctuations and is considered to be less risky than LAIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAVLX | LAIDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 7.71% | -2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 9.02% | 11.17% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.28% | 16.54% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.32% | 15.29% | +2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.53% | 16.88% | +2.65% |