LGLIX vs. FTRNX

In the year-to-date period, LGLIX achieves a 0.95% return, which is significantly higher than FTRNX's 0.30% return. Both investments have delivered pretty close results over the past 10 years, with LGLIX having a 8.77% annualized return and FTRNX not far behind at 8.57%.

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LGLIX has a 0.64% expense ratio, which is lower than FTRNX's 0.73% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Growth Leaders Fund (LGLIX) and Fidelity Trend Fund (FTRNX). 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.

The current LGLIX Sharpe Ratio is 1.55, which is higher than the FTRNX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of LGLIX and FTRNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LGLIX has not paid dividends to shareholders, while FTRNX's dividend yield for the trailing twelve months is around 0.46%.

The maximum LGLIX drawdown since its inception was -55.73%, roughly equal to the maximum FTRNX drawdown of -55.73%. Use the drawdown chart below to compare losses from any high point for LGLIX and FTRNX. For additional features, visit the drawdowns tool.

Lord Abbett Growth Leaders Fund (LGLIX) and Fidelity Trend Fund (FTRNX) have volatilities of 8.89% and 8.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.