LBFFX vs. FCCVX
Compare and contrast key facts about Lord Abbett Convertible Fund Class F (LBFFX) and Fidelity Advisor Convertible Securities Fund Class C (FCCVX).
LBFFX is managed by Lord Abbett. FCCVX is managed by Fidelity. It was launched on Feb 19, 2009.
Performance
LBFFX vs. FCCVX - Performance Comparison
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LBFFX vs. FCCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBFFX Lord Abbett Convertible Fund Class F | 4.02% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 3.79% | 17.04% | 7.28% | 10.24% | -16.22% | 8.77% | 41.00% | 27.26% | -2.32% | 8.22% |
Returns By Period
In the year-to-date period, LBFFX achieves a 4.02% return, which is significantly higher than FCCVX's 3.79% return. Over the past 10 years, LBFFX has outperformed FCCVX with an annualized return of 11.86%, while FCCVX has yielded a comparatively lower 10.32% annualized return.
LBFFX
- 1D
- 2.26%
- 1M
- -4.19%
- YTD
- 4.02%
- 6M
- 6.17%
- 1Y
- 28.37%
- 3Y*
- 14.90%
- 5Y*
- 3.20%
- 10Y*
- 11.86%
FCCVX
- 1D
- 2.61%
- 1M
- -4.16%
- YTD
- 3.79%
- 6M
- 3.68%
- 1Y
- 25.89%
- 3Y*
- 11.45%
- 5Y*
- 4.50%
- 10Y*
- 10.32%
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LBFFX vs. FCCVX - Expense Ratio Comparison
LBFFX has a 0.93% expense ratio, which is lower than FCCVX's 1.74% expense ratio.
Return for Risk
LBFFX vs. FCCVX — Risk / Return Rank
LBFFX
FCCVX
LBFFX vs. FCCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Convertible Fund Class F (LBFFX) and Fidelity Advisor Convertible Securities Fund Class C (FCCVX). 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.
| LBFFX | FCCVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 1.68 | +0.32 |
Sortino ratioReturn per unit of downside risk | 2.69 | 2.30 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.31 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 4.05 | 3.36 | +0.69 |
Martin ratioReturn relative to average drawdown | 14.35 | 12.39 | +1.96 |
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
| LBFFX | FCCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.68 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.34 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.77 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.87 | -0.26 |
Correlation
The correlation between LBFFX and FCCVX is 0.93, 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
LBFFX vs. FCCVX - Dividend Comparison
LBFFX's dividend yield for the trailing twelve months is around 1.44%, less than FCCVX's 10.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBFFX Lord Abbett Convertible Fund Class F | 1.44% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
FCCVX Fidelity Advisor Convertible Securities Fund Class C | 10.09% | 10.47% | 1.32% | 1.12% | 2.62% | 19.63% | 9.96% | 2.31% | 8.75% | 3.35% | 3.85% | 9.24% |
Drawdowns
LBFFX vs. FCCVX - Drawdown Comparison
The maximum LBFFX drawdown since its inception was -41.13%, which is greater than FCCVX's maximum drawdown of -25.13%. Use the drawdown chart below to compare losses from any high point for LBFFX and FCCVX.
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Drawdown Indicators
| LBFFX | FCCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.13% | -25.13% | -16.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.07% | -7.75% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -30.86% | -24.66% | -6.20% |
Max Drawdown (10Y)Largest decline over 10 years | -33.61% | -25.13% | -8.48% |
Current DrawdownCurrent decline from peak | -4.96% | -4.43% | -0.53% |
Average DrawdownAverage peak-to-trough decline | -10.40% | -6.24% | -4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 2.10% | -0.10% |
Volatility
LBFFX vs. FCCVX - Volatility Comparison
The current volatility for Lord Abbett Convertible Fund Class F (LBFFX) is 6.38%, while Fidelity Advisor Convertible Securities Fund Class C (FCCVX) has a volatility of 6.83%. This indicates that LBFFX experiences smaller price fluctuations and is considered to be less risky than FCCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBFFX | FCCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 6.83% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 12.30% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.53% | 15.81% | -1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 13.37% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.52% | 13.52% | 0.00% |