ALGRX vs. LSGRX
Compare and contrast key facts about Alger Focus Equity Fund (ALGRX) and Loomis Sayles Growth Fund (LSGRX).
ALGRX is managed by Alger. It was launched on Nov 8, 1993. LSGRX is managed by Natixis Funds. It was launched on May 16, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALGRX or LSGRX.
Correlation
The correlation between ALGRX and LSGRX is 0.92, 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.
Performance
ALGRX vs. LSGRX - Performance Comparison
Key characteristics
ALGRX:
2.80
LSGRX:
1.61
ALGRX:
3.50
LSGRX:
2.01
ALGRX:
1.48
LSGRX:
1.32
ALGRX:
2.25
LSGRX:
1.52
ALGRX:
15.84
LSGRX:
9.79
ALGRX:
3.55%
LSGRX:
3.15%
ALGRX:
20.13%
LSGRX:
19.10%
ALGRX:
-64.60%
LSGRX:
-82.01%
ALGRX:
-3.54%
LSGRX:
-8.76%
Returns By Period
In the year-to-date period, ALGRX achieves a 53.67% return, which is significantly higher than LSGRX's 28.76% return. Over the past 10 years, ALGRX has outperformed LSGRX with an annualized return of 13.50%, while LSGRX has yielded a comparatively lower 11.24% annualized return.
ALGRX
53.67%
1.89%
18.71%
54.35%
15.45%
13.50%
LSGRX
28.76%
-2.76%
10.25%
28.98%
10.34%
11.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ALGRX vs. LSGRX - Expense Ratio Comparison
ALGRX has a 0.89% expense ratio, which is higher than LSGRX's 0.64% expense ratio.
Risk-Adjusted Performance
ALGRX vs. LSGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Focus Equity Fund (ALGRX) and Loomis Sayles Growth Fund (LSGRX). 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
ALGRX vs. LSGRX - Dividend Comparison
Neither ALGRX nor LSGRX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALGRX Alger Focus Equity Fund | 0.00% | 0.10% | 0.07% | 0.00% | 0.00% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LSGRX Loomis Sayles Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.14% | 0.50% | 0.66% | 0.53% | 0.57% | 0.54% | 0.68% | 0.29% |
Drawdowns
ALGRX vs. LSGRX - Drawdown Comparison
The maximum ALGRX drawdown since its inception was -64.60%, smaller than the maximum LSGRX drawdown of -82.01%. Use the drawdown chart below to compare losses from any high point for ALGRX and LSGRX. For additional features, visit the drawdowns tool.
Volatility
ALGRX vs. LSGRX - Volatility Comparison
The current volatility for Alger Focus Equity Fund (ALGRX) is 6.34%, while Loomis Sayles Growth Fund (LSGRX) has a volatility of 10.18%. This indicates that ALGRX experiences smaller price fluctuations and is considered to be less risky than LSGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.