LBFFX vs. FCVSX
Compare and contrast key facts about Lord Abbett Convertible Fund Class F (LBFFX) and Fidelity Convertible Securities Fund (FCVSX).
LBFFX is managed by Lord Abbett. FCVSX is managed by Fidelity. It was launched on Jan 5, 1987.
Performance
LBFFX vs. FCVSX - Performance Comparison
Loading graphics...
LBFFX vs. FCVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FCVSX Fidelity Convertible Securities Fund | 1.37% | 8.52% | 13.91% | 11.42% | -15.33% | 9.95% | 42.52% | 28.58% | -1.29% | 9.03% |
Returns By Period
In the year-to-date period, LBFFX achieves a 1.71% return, which is significantly higher than FCVSX's 1.37% return. Over the past 10 years, LBFFX has outperformed FCVSX with an annualized return of 11.61%, while FCVSX has yielded a comparatively lower 10.76% annualized return.
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%
FCVSX
- 1D
- -1.70%
- 1M
- -5.62%
- YTD
- 1.37%
- 6M
- -5.95%
- 1Y
- 14.23%
- 3Y*
- 10.31%
- 5Y*
- 4.58%
- 10Y*
- 10.76%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LBFFX vs. FCVSX - Expense Ratio Comparison
LBFFX has a 0.93% expense ratio, which is higher than FCVSX's 0.67% expense ratio.
Return for Risk
LBFFX vs. FCVSX — Risk / Return Rank
LBFFX
FCVSX
LBFFX vs. FCVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Convertible Fund Class F (LBFFX) and Fidelity Convertible Securities Fund (FCVSX). 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 | FCVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 0.77 | +1.03 |
Sortino ratioReturn per unit of downside risk | 2.44 | 1.04 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.17 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 3.45 | 1.08 | +2.37 |
Martin ratioReturn relative to average drawdown | 12.36 | 3.26 | +9.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LBFFX | FCVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 0.77 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.33 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.79 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.70 | -0.09 |
Correlation
The correlation between LBFFX and FCVSX is 0.92, 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. FCVSX - Dividend Comparison
LBFFX's dividend yield for the trailing twelve months is around 1.47%, less than FCVSX's 2.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FCVSX Fidelity Convertible Securities Fund | 2.18% | 2.21% | 7.47% | 2.13% | 3.78% | 20.64% | 10.75% | 3.28% | 9.86% | 4.11% | 4.90% | 10.41% |
Drawdowns
LBFFX vs. FCVSX - Drawdown Comparison
The maximum LBFFX drawdown since its inception was -41.13%, smaller than the maximum FCVSX drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for LBFFX and FCVSX.
Loading graphics...
Drawdown Indicators
| LBFFX | FCVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.13% | -58.76% | +17.63% |
Max Drawdown (1Y)Largest decline over 1 year | -7.07% | -10.68% | +3.61% |
Max Drawdown (5Y)Largest decline over 5 years | -30.86% | -24.18% | -6.68% |
Max Drawdown (10Y)Largest decline over 10 years | -33.61% | -25.08% | -8.53% |
Current DrawdownCurrent decline from peak | -7.07% | -9.45% | +2.38% |
Average DrawdownAverage peak-to-trough decline | -10.40% | -7.25% | -3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 3.54% | -1.57% |
Volatility
LBFFX vs. FCVSX - Volatility Comparison
The current volatility for Lord Abbett Convertible Fund Class F (LBFFX) is 5.98%, while Fidelity Convertible Securities Fund (FCVSX) has a volatility of 6.33%. This indicates that LBFFX experiences smaller price fluctuations and is considered to be less risky than FCVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LBFFX | FCVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 6.33% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 15.41% | -3.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.39% | 18.20% | -3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.86% | 13.80% | -0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.50% | 13.72% | -0.22% |