GATEX vs. LGRCX
Compare and contrast key facts about Gateway Fund (GATEX) and Loomis Sayles Growth Fund Class C (LGRCX).
GATEX is managed by Natixis. It was launched on Dec 6, 1977. LGRCX is managed by Natixis. It was launched on Feb 1, 2013.
Performance
GATEX vs. LGRCX - Performance Comparison
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GATEX vs. LGRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GATEX Gateway Fund | -4.72% | 10.07% | 15.55% | 14.43% | -12.06% | 11.24% | 6.92% | 10.84% | -4.39% | 9.66% |
LGRCX Loomis Sayles Growth Fund Class C | -15.04% | 12.90% | 33.77% | 49.68% | -28.62% | 17.50% | 30.41% | 30.47% | -3.53% | 31.39% |
Returns By Period
In the year-to-date period, GATEX achieves a -4.72% return, which is significantly higher than LGRCX's -15.04% return. Over the past 10 years, GATEX has underperformed LGRCX with an annualized return of 5.95%, while LGRCX has yielded a comparatively higher 13.85% annualized return.
GATEX
- 1D
- -0.45%
- 1M
- -5.31%
- YTD
- -4.72%
- 6M
- -2.40%
- 1Y
- 7.97%
- 3Y*
- 9.67%
- 5Y*
- 5.63%
- 10Y*
- 5.95%
LGRCX
- 1D
- 0.20%
- 1M
- -9.41%
- YTD
- -15.04%
- 6M
- -15.02%
- 1Y
- 6.93%
- 3Y*
- 16.61%
- 5Y*
- 9.42%
- 10Y*
- 13.85%
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GATEX vs. LGRCX - Expense Ratio Comparison
GATEX has a 0.93% expense ratio, which is lower than LGRCX's 1.65% expense ratio.
Return for Risk
GATEX vs. LGRCX — Risk / Return Rank
GATEX
LGRCX
GATEX vs. LGRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund (GATEX) and Loomis Sayles Growth Fund Class C (LGRCX). 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.
| GATEX | LGRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.20 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.20 | 0.50 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.06 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | -0.24 | +0.47 |
Martin ratioReturn relative to average drawdown | 0.88 | -0.71 | +1.58 |
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
| GATEX | LGRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.20 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.43 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.67 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.47 | +0.04 |
Correlation
The correlation between GATEX and LGRCX is 0.86, 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
GATEX vs. LGRCX - Dividend Comparison
GATEX's dividend yield for the trailing twelve months is around 0.20%, less than LGRCX's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GATEX Gateway Fund | 0.20% | 0.22% | 0.42% | 0.67% | 0.63% | 0.43% | 0.83% | 1.09% | 1.15% | 1.01% | 1.36% | 1.84% |
LGRCX Loomis Sayles Growth Fund Class C | 3.64% | 3.10% | 7.70% | 8.01% | 21.28% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.36% | 0.00% |
Drawdowns
GATEX vs. LGRCX - Drawdown Comparison
The maximum GATEX drawdown since its inception was -29.74%, smaller than the maximum LGRCX drawdown of -58.53%. Use the drawdown chart below to compare losses from any high point for GATEX and LGRCX.
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Drawdown Indicators
| GATEX | LGRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.74% | -58.53% | +28.79% |
Max Drawdown (1Y)Largest decline over 1 year | -7.03% | -18.16% | +11.13% |
Max Drawdown (5Y)Largest decline over 5 years | -16.39% | -35.31% | +18.92% |
Max Drawdown (10Y)Largest decline over 10 years | -16.39% | -35.31% | +18.92% |
Current DrawdownCurrent decline from peak | -6.01% | -17.99% | +11.98% |
Average DrawdownAverage peak-to-trough decline | -3.91% | -11.13% | +7.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 8.00% | -4.98% |
Volatility
GATEX vs. LGRCX - Volatility Comparison
The current volatility for Gateway Fund (GATEX) is 2.28%, while Loomis Sayles Growth Fund Class C (LGRCX) has a volatility of 5.24%. This indicates that GATEX experiences smaller price fluctuations and is considered to be less risky than LGRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GATEX | LGRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.28% | 5.24% | -2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 5.57% | 12.41% | -6.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.35% | 25.05% | -12.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.53% | 23.00% | -13.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.86% | 21.07% | -12.21% |