LIFLX vs. ACIIX
Compare and contrast key facts about Lord Abbett Focused Large Cap Value Fund (LIFLX) and American Century Equity Income Fund Class I (ACIIX).
LIFLX is managed by Lord Abbett. It was launched on Jul 31, 2019. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
LIFLX vs. ACIIX - Performance Comparison
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LIFLX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LIFLX Lord Abbett Focused Large Cap Value Fund | -1.67% | 19.02% | 21.38% | 14.33% | -9.71% | 28.30% | 5.17% | 5.19% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 6.55% |
Returns By Period
In the year-to-date period, LIFLX achieves a -1.67% return, which is significantly lower than ACIIX's 3.68% return.
LIFLX
- 1D
- 2.25%
- 1M
- -4.57%
- YTD
- -1.67%
- 6M
- 0.35%
- 1Y
- 16.86%
- 3Y*
- 17.86%
- 5Y*
- 10.22%
- 10Y*
- —
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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LIFLX vs. ACIIX - Expense Ratio Comparison
LIFLX has a 0.68% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
LIFLX vs. ACIIX — Risk / Return Rank
LIFLX
ACIIX
LIFLX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Focused Large Cap Value Fund (LIFLX) and American Century Equity Income Fund Class I (ACIIX). 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.
| LIFLX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.95 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.37 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.29 | +0.21 |
Martin ratioReturn relative to average drawdown | 6.51 | 5.04 | +1.46 |
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
| LIFLX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.95 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.71 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.53 | -0.04 |
Correlation
The correlation between LIFLX and ACIIX is 0.83, 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
LIFLX vs. ACIIX - Dividend Comparison
LIFLX's dividend yield for the trailing twelve months is around 0.67%, less than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIFLX Lord Abbett Focused Large Cap Value Fund | 0.67% | 0.66% | 2.21% | 0.00% | 38.99% | 27.93% | 6.48% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
LIFLX vs. ACIIX - Drawdown Comparison
The maximum LIFLX drawdown since its inception was -47.12%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for LIFLX and ACIIX.
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Drawdown Indicators
| LIFLX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.12% | -39.16% | -7.96% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -8.96% | -2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -22.94% | -13.49% | -9.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.76% | — |
Current DrawdownCurrent decline from peak | -6.04% | -4.86% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -6.38% | -5.26% | -1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.32% | +0.43% |
Volatility
LIFLX vs. ACIIX - Volatility Comparison
Lord Abbett Focused Large Cap Value Fund (LIFLX) has a higher volatility of 4.52% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that LIFLX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIFLX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 3.01% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.18% | 6.12% | +2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.93% | 11.62% | +4.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 10.74% | +5.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.77% | 13.37% | +10.40% |