LAMCX

Active

Lord Abbett Dividend Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.64%
Annual Cost per $10K
$164.00
30-Year Fee Drag per $10K
$28,229
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+10.68%

Asset Allocation

US Equity
88%
Intl Equity
11%
Cash
1%

Fee Comparison

LAMCX
1.64%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

55% more expensive than category average

Historical Returns

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

+55.61%3Y
Compare to

Fee Impact Calculator

$
%
LAMCX at 1.64%$239,465
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$141,147
Cost vs index fund−$137,959

Similar Funds (100)

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

TickerNameER
LAMCXLord Abbett Dividend Growth Fund1.64%
JDVFXDisciplined Value Fund1.71%
CICEXInvestment Co of America0.85%
CDIRXColumbia Dividend Income Fund1.15%
FOCKXFidelity OTC Portfolio1.05%
MEIAXMFS Value Fund0.79%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
MEGRXMFS Growth Fund1.08%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
PAFDXT. Rowe Price Equity Income Fund0.98%
FSIUXInvesco Dividend Income Fund1.69%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
FNIAXFidelity Advisor New Insights Fund0.90%
FRDPXFranklin Rising Dividends Fund0.83%
JMUEXJPMorgan U.S. Equity Fund0.94%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
FKDNXFranklin Dynatech Fund0.82%
NDVAXMFS New Discovery Value Fund1.46%
MCPRXMFS Mid Cap Growth Fund1.02%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
DDFIXInvesco Diversified Dividend Fund1.07%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
POLRXPolen Growth Fund1.22%
MVCAXMFS Mid Cap Value Fund0.99%
TAMVXT. Rowe Price Mid-Cap Value Fund, Inc.1.10%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
PMBJXMidCap Fund0.80%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
VAFAXInvesco American Franchise Fund0.93%
PRNHXT. Rowe Price New Horizons Fund, Inc.0.79%
CGPAXAmerican Funds Growth Portfolio0.99%
BPTUXBaron Partners Fund1.99%
FKGRXFranklin Growth Fund0.79%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
FFOJXSelect Technology Portfolio0.91%
EPGAXFidelity Advisor Equity Growth Fund0.92%
WGROXWasatch Core Growth Fund1.17%
FCPVXFidelity Small Cap Value Fund1.20%
MLABXNYLI Winslow Large Cap Growth Fund1.86%
WFMDXAllspring Special Mid Cap Value Fund1.05%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
PRWAXT. Rowe Price All-Cap Opportunities Fund0.79%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
MITBXMassachusetts Investors Trust1.45%
SBLGXClearBridge Large Cap Growth Fund1.01%
BGRUXBARON GROWTH FUND1.09%
FDGFXFidelity Dividend Growth Fund1.16%
SGRAXAllspring Growth Fund1.15%
PEIJXEquity Income Fund0.85%
ISTNXMacquarie Science and Technology Fund1.42%
ASMMXInvesco Summit Fund1.23%
DAGVXBNY Mellon Dynamic Value Fund0.93%
OTCFXT. Rowe Price Small-Cap Stock Fund, Inc.0.90%
SAPCXClearBridge Appreciation Fund1.65%
LMPFXClearBridge Growth Fund1.13%
CSECXCalvert Equity Fund1.65%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
MEFAXMassMutual Mid Cap Growth Fund1.11%
BMSBXMFS Blended Research Mid Cap Equity Fund1.59%
LMMRXClearBridge Dividend Strategy Fund1.35%
XFBRXVIP Mid Cap Portfolio0.82%
MRERXMFS Core Equity Fund0.88%
LAFPXLORD ABBETT AFFILIATED FUND INC0.89%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
MFRFXMFS Research Fund0.77%
RAGTXVirtus Zevenbergen Technology Fund1.44%
AVPAXAmerican Beacon Small Cap Value Fund1.15%
FHCLXSelect Health Care Portfolio
MVISXPatient Opportunity Trust1.42%
JLCFXFundamental Large Cap Core Fund0.91%
FKMCXFidelity Mid-Cap Stock Fund1.69%
JLVMXJPMorgan Large Cap Value Fund0.93%
HFMTXTHE HARTFORD MIDCAP FUND0.83%
CCASXCONESTOGA SMALL CAP FUND1.10%
ACLCXValue Fund1.45%
JSECXJPMorgan Small Cap Equity Fund1.24%
NLSAXNeuberger Berman Long Short Fund1.68%
PNOBXPutnam Sustainable Leaders Fund0.88%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
ACFLXFocused Large Cap Value Fund1.09%
FTCHXInvesco Technology Fund1.76%
CCTRXColumbia Small Cap Value and Inflection Fund1.46%
ATHWXHeritage Fund1.50%
LAMAXLord Abbett Dividend Growth Fund0.89%
HQIAXTHE HARTFORD EQUITY INCOME FUND0.97%
WMICXWasatch Micro Cap Fund1.66%
CSMEXCarillon Scout Mid Cap Fund1.25%
SMVLXSmead Value Fund1.22%
HIBCXHARTFORD CAPITAL APPRECIATION HLS FUND0.92%
FGSFXFidelity Growth Strategies Fund0.98%
LGLAXLord Abbett Growth Leaders Fund0.90%
BSCUXBARON SMALL CAP FUND1.05%
PARWXParnassus Value Equity Fund0.88%
MTCAXMFS Technology Fund1.11%
BARUXBARON ASSET FUND1.04%
LCSSXClearBridge Select Fund0.98%
ARGFXAriel Fund1.00%
FKARXFranklin Growth Opportunities Fund1.19%
HDGBXHARTFORD DIVIDEND AND GROWTH HLS FUND0.91%
GABSXThe Gabelli Small Cap Growth Fund1.37%
TEGAXTouchstone Strategic Trust-Touchstone Mid Cap Growth Fund2.00%

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