LAFCX

Active

LORD ABBETT AFFILIATED FUND INC

Category: US Equity (9,528 funds)

Expense Ratio
1.44%
Annual Cost per $10K
$144.00
30-Year Fee Drag per $10K
$25,426
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+10.44%

Asset Allocation

US Equity
87%
Intl Equity
12%
Cash
1%

Fee Comparison

LAFCX
1.44%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

36% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+45.11%3Y
Compare to

Fee Impact Calculator

$
%
LAFCX at 1.44%$253,485
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$127,128
Cost vs index fund−$123,940

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
LAFCXLORD ABBETT AFFILIATED FUND INC1.44%
CICEXInvestment Co of America0.85%
MEIAXMFS Value Fund0.79%
JDVFXDisciplined Value Fund1.71%
FOCKXFidelity OTC Portfolio1.05%
CDIRXColumbia Dividend Income Fund1.15%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
FNIAXFidelity Advisor New Insights Fund0.90%
MCPRXMFS Mid Cap Growth Fund1.02%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
DDFIXInvesco Diversified Dividend Fund1.07%
PMBJXMidCap Fund0.80%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
CGPAXAmerican Funds Growth Portfolio0.99%
FKDNXFranklin Dynatech Fund0.82%
FRDPXFranklin Rising Dividends Fund0.83%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
POLRXPolen Growth Fund1.22%
FFOJXSelect Technology Portfolio0.91%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
FKGRXFranklin Growth Fund0.79%
NDVAXMFS New Discovery Value Fund1.46%
VAFAXInvesco American Franchise Fund0.93%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
WFMDXAllspring Special Mid Cap Value Fund1.05%
EPGAXFidelity Advisor Equity Growth Fund0.92%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
MVCJXMFS Mid Cap Value Fund0.74%
WGROXWasatch Core Growth Fund1.17%
BGRUXBARON GROWTH FUND1.09%
FDGFXFidelity Dividend Growth Fund1.16%
PRFDXT. Rowe Price Equity Income Fund0.67%
FSIUXInvesco Dividend Income Fund1.69%
FCPVXFidelity Small Cap Value Fund1.20%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
PRWAXT. Rowe Price All-Cap Opportunities Fund0.79%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
PRHSXT. Rowe Price Health Sciences Fund, Inc.0.80%
ISTNXMacquarie Science and Technology Fund1.42%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
SGRAXAllspring Growth Fund1.15%
JLVMXJPMorgan Large Cap Value Fund0.93%
MFRFXMFS Research Fund0.77%
XFBRXVIP Mid Cap Portfolio0.82%
QVG2QVIP Growth Portfolio0.66%
PNOBXPutnam Sustainable Leaders Fund0.88%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
SBLGXClearBridge Large Cap Growth Fund1.01%
ACFLXFocused Large Cap Value Fund1.09%
DAGVXBNY Mellon Dynamic Value Fund0.93%
MRERXMFS Core Equity Fund0.88%
PRSVXT. Rowe Price Small-Cap Value Fund, Inc.0.77%
FHCLXSelect Health Care Portfolio
MIRTXMassachusetts Investors Trust0.95%
ACLCXValue Fund1.45%
PARWXParnassus Value Equity Fund0.88%
ASMMXInvesco Summit Fund1.23%
LCSSXClearBridge Select Fund0.98%
SOPAXClearBridge Dividend Strategy Fund1.00%
LMPFXClearBridge Growth Fund1.13%
MEFAXMassMutual Mid Cap Growth Fund1.11%
LGLRXLord Abbett Growth Leaders Fund1.15%
CCTRXColumbia Small Cap Value and Inflection Fund1.46%
FKMCXFidelity Mid-Cap Stock Fund1.69%
MTCAXMFS Technology Fund1.11%
ACCLXMid Cap Value Fund0.62%
FHZTXFidelity Large Cap Stock Fund1.02%
ARKKARK Innovation ETF0.75%
BPTUXBaron Partners Fund1.99%
ACSCXSmall Cap Value Fund0.73%
ARGFXAriel Fund1.00%
BMSBXMFS Blended Research Mid Cap Equity Fund1.59%
CCASXCONESTOGA SMALL CAP FUND1.10%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
WMCVXWasatch Small Cap Value Fund1.16%
LAFFXLORD ABBETT AFFILIATED FUND INC0.69%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
AVPAXAmerican Beacon Small Cap Value Fund1.15%
ASPZXALGER SPECTRA FUND1.19%
POAGXPRIMECAP Odyssey Aggressive Growth Fund0.66%
POGRXPRIMECAP Odyssey Growth Fund0.66%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
FCAKXFidelity Capital Appreciation Fund0.66%
FMILXFidelity New Millennium Fund0.76%
VLIFXVALUE LINE MID CAP FOCUSED FUND, INC.1.07%
FDSVXFidelity Growth Discovery Fund0.62%
MGHRXGROWTH PORTFOLIO0.73%
NBMBXNeuberger Berman Mid Cap Growth Fund1.05%
RAGTXVirtus Zevenbergen Technology Fund1.44%
HQITXTHE HARTFORD EQUITY INCOME FUND0.74%
MVISXPatient Opportunity Trust1.42%
NINAXNeuberger Berman Intrinsic Value Fund1.33%
JLCVXFundamental Large Cap Core Fund0.71%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
FRVLXFranklin Small Cap Value Fund0.97%
ICEQXMacquarie Core Equity Fund0.74%
BSCUXBARON SMALL CAP FUND1.05%
JSECXJPMorgan Small Cap Equity Fund1.24%
ACGIXInvesco Growth and Income Fund0.78%
BARUXBARON ASSET FUND1.04%

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