LHYAX vs. VFIAX
Compare and contrast key facts about Lord Abbett High Yield Fund (LHYAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
LHYAX is managed by Lord Abbett. It was launched on Dec 31, 1998. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LHYAX or VFIAX.
Correlation
The correlation between LHYAX and VFIAX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LHYAX vs. VFIAX - Performance Comparison
Key characteristics
LHYAX:
1.72
VFIAX:
0.54
LHYAX:
2.37
VFIAX:
0.87
LHYAX:
1.40
VFIAX:
1.13
LHYAX:
1.47
VFIAX:
0.56
LHYAX:
6.47
VFIAX:
2.29
LHYAX:
1.13%
VFIAX:
4.55%
LHYAX:
4.26%
VFIAX:
19.44%
LHYAX:
-30.39%
VFIAX:
-55.20%
LHYAX:
-2.51%
VFIAX:
-9.86%
Returns By Period
In the year-to-date period, LHYAX achieves a -0.79% return, which is significantly higher than VFIAX's -5.69% return. Over the past 10 years, LHYAX has underperformed VFIAX with an annualized return of 3.90%, while VFIAX has yielded a comparatively higher 12.22% annualized return.
LHYAX
-0.79%
-0.81%
0.39%
7.29%
5.78%
3.90%
VFIAX
-5.69%
-0.91%
-4.25%
9.77%
15.83%
12.22%
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LHYAX vs. VFIAX - Expense Ratio Comparison
LHYAX has a 0.88% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
LHYAX vs. VFIAX — Risk-Adjusted Performance Rank
LHYAX
VFIAX
LHYAX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett High Yield Fund (LHYAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
Dividends
LHYAX vs. VFIAX - Dividend Comparison
LHYAX's dividend yield for the trailing twelve months is around 7.35%, more than VFIAX's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LHYAX Lord Abbett High Yield Fund | 7.35% | 7.12% | 6.40% | 6.05% | 5.12% | 5.11% | 5.48% | 6.30% | 5.66% | 5.86% | 6.07% | 8.34% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.37% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LHYAX vs. VFIAX - Drawdown Comparison
The maximum LHYAX drawdown since its inception was -30.39%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for LHYAX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
LHYAX vs. VFIAX - Volatility Comparison
The current volatility for Lord Abbett High Yield Fund (LHYAX) is 2.69%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 14.22%. This indicates that LHYAX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.