LAVLX vs. LBFFX
Compare and contrast key facts about Lord Abbett Mid Cap Stock Fund (LAVLX) and Lord Abbett Convertible Fund Class F (LBFFX).
LAVLX is managed by Lord Abbett. It was launched on Jun 28, 1983. LBFFX is managed by Lord Abbett.
Performance
LAVLX vs. LBFFX - Performance Comparison
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LAVLX vs. LBFFX - 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% |
LBFFX Lord Abbett Convertible Fund Class F | 1.71% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
Returns By Period
In the year-to-date period, LAVLX achieves a -1.87% return, which is significantly lower than LBFFX's 1.71% return. Over the past 10 years, LAVLX has underperformed LBFFX with an annualized return of 7.73%, while LBFFX has yielded a comparatively higher 11.61% 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%
LBFFX
- 1D
- -1.66%
- 1M
- -5.44%
- YTD
- 1.71%
- 6M
- 4.82%
- 1Y
- 26.07%
- 3Y*
- 14.05%
- 5Y*
- 2.99%
- 10Y*
- 11.61%
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LAVLX vs. LBFFX - Expense Ratio Comparison
LAVLX has a 0.98% expense ratio, which is higher than LBFFX's 0.93% expense ratio.
Return for Risk
LAVLX vs. LBFFX — Risk / Return Rank
LAVLX
LBFFX
LAVLX vs. LBFFX - 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 Convertible Fund Class F (LBFFX). 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 | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.80 | -1.22 |
Sortino ratioReturn per unit of downside risk | 0.92 | 2.44 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.33 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 3.45 | -2.83 |
Martin ratioReturn relative to average drawdown | 2.66 | 12.36 | -9.70 |
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 | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.80 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.23 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.86 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.61 | -0.03 |
Correlation
The correlation between LAVLX and LBFFX is 0.78, 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. LBFFX - Dividend Comparison
LAVLX's dividend yield for the trailing twelve months is around 7.17%, more than LBFFX's 1.47% 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% |
LBFFX Lord Abbett Convertible Fund Class F | 1.47% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
LAVLX vs. LBFFX - Drawdown Comparison
The maximum LAVLX drawdown since its inception was -60.58%, which is greater than LBFFX's maximum drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for LAVLX and LBFFX.
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Drawdown Indicators
| LAVLX | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.58% | -41.13% | -19.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -7.07% | -6.02% |
Max Drawdown (5Y)Largest decline over 5 years | -21.76% | -30.86% | +9.10% |
Max Drawdown (10Y)Largest decline over 10 years | -42.16% | -33.61% | -8.55% |
Current DrawdownCurrent decline from peak | -7.72% | -7.07% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -10.40% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 1.97% | +1.08% |
Volatility
LAVLX vs. LBFFX - Volatility Comparison
The current volatility for Lord Abbett Mid Cap Stock Fund (LAVLX) is 4.11%, while Lord Abbett Convertible Fund Class F (LBFFX) has a volatility of 5.98%. This indicates that LAVLX experiences smaller price fluctuations and is considered to be less risky than LBFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LAVLX | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 5.98% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 12.02% | -3.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 14.39% | +2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 12.86% | +4.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.52% | 13.50% | +6.02% |