LMGAX vs. SSMHX
Compare and contrast key facts about Lord Abbett Growth Opportunities Fund (LMGAX) and State Street Small/Mid Cap Equity Index Portfolio (SSMHX).
LMGAX is managed by Lord Abbett. It was launched on Aug 1, 1995. SSMHX is managed by State Street. It was launched on Aug 11, 2015.
Performance
LMGAX vs. SSMHX - Performance Comparison
Loading graphics...
LMGAX vs. SSMHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMGAX Lord Abbett Growth Opportunities Fund | -7.87% | 13.38% | 30.74% | 10.80% | -32.59% | 6.76% | 40.17% | 36.75% | -3.35% | 22.94% |
SSMHX State Street Small/Mid Cap Equity Index Portfolio | -4.45% | 12.90% | 10.73% | 25.21% | -25.43% | 13.08% | 32.46% | 28.00% | -9.21% | 18.26% |
Returns By Period
In the year-to-date period, LMGAX achieves a -7.87% return, which is significantly lower than SSMHX's -4.45% return. Over the past 10 years, LMGAX has underperformed SSMHX with an annualized return of 9.77%, while SSMHX has yielded a comparatively higher 10.38% annualized return.
LMGAX
- 1D
- -2.58%
- 1M
- -9.37%
- YTD
- -7.87%
- 6M
- -14.14%
- 1Y
- 21.24%
- 3Y*
- 12.31%
- 5Y*
- 2.04%
- 10Y*
- 9.77%
SSMHX
- 1D
- -0.92%
- 1M
- -8.01%
- YTD
- -4.45%
- 6M
- -3.94%
- 1Y
- 17.75%
- 3Y*
- 12.19%
- 5Y*
- 3.29%
- 10Y*
- 10.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LMGAX vs. SSMHX - Expense Ratio Comparison
LMGAX has a 1.06% expense ratio, which is higher than SSMHX's 0.02% expense ratio.
Return for Risk
LMGAX vs. SSMHX — Risk / Return Rank
LMGAX
SSMHX
LMGAX vs. SSMHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Growth Opportunities Fund (LMGAX) and State Street Small/Mid Cap Equity Index Portfolio (SSMHX). 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.
| LMGAX | SSMHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.78 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.23 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 1.02 | +0.07 |
Martin ratioReturn relative to average drawdown | 3.14 | 4.33 | -1.20 |
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
| LMGAX | SSMHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.78 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.15 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.47 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.40 | +0.03 |
Correlation
The correlation between LMGAX and SSMHX is 0.88, 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
LMGAX vs. SSMHX - Dividend Comparison
LMGAX's dividend yield for the trailing twelve months is around 8.23%, more than SSMHX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMGAX Lord Abbett Growth Opportunities Fund | 8.23% | 7.59% | 0.00% | 0.00% | 0.00% | 18.94% | 15.52% | 5.62% | 6.14% | 9.04% | 3.22% | 13.75% |
SSMHX State Street Small/Mid Cap Equity Index Portfolio | 7.46% | 7.12% | 0.00% | 1.56% | 2.31% | 16.30% | 2.91% | 3.65% | 6.43% | 4.01% | 1.71% | 0.73% |
Drawdowns
LMGAX vs. SSMHX - Drawdown Comparison
The maximum LMGAX drawdown since its inception was -49.96%, which is greater than SSMHX's maximum drawdown of -41.61%. Use the drawdown chart below to compare losses from any high point for LMGAX and SSMHX.
Loading graphics...
Drawdown Indicators
| LMGAX | SSMHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.96% | -41.61% | -8.35% |
Max Drawdown (1Y)Largest decline over 1 year | -15.99% | -14.48% | -1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -42.72% | -34.84% | -7.88% |
Max Drawdown (10Y)Largest decline over 10 years | -42.72% | -41.61% | -1.11% |
Current DrawdownCurrent decline from peak | -15.99% | -10.03% | -5.96% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -9.27% | -3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 3.41% | +2.15% |
Volatility
LMGAX vs. SSMHX - Volatility Comparison
Lord Abbett Growth Opportunities Fund (LMGAX) has a higher volatility of 9.24% compared to State Street Small/Mid Cap Equity Index Portfolio (SSMHX) at 5.96%. This indicates that LMGAX's price experiences larger fluctuations and is considered to be riskier than SSMHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LMGAX | SSMHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.24% | 5.96% | +3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 17.96% | 12.78% | +5.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.26% | 22.45% | +5.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.66% | 22.38% | +3.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.48% | 22.33% | +1.15% |