GTEYX vs. LGRCX
Compare and contrast key facts about Gateway Fund Class Y Shares (GTEYX) and Loomis Sayles Growth Fund Class C (LGRCX).
GTEYX is managed by Natixis. LGRCX is managed by Natixis. It was launched on Feb 1, 2013.
Performance
GTEYX vs. LGRCX - Performance Comparison
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GTEYX vs. LGRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GTEYX Gateway Fund Class Y Shares | -3.04% | 10.28% | 15.82% | 14.70% | -11.84% | 11.49% | 7.19% | 11.12% | -4.17% | 9.93% |
LGRCX Loomis Sayles Growth Fund Class C | -11.85% | 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, GTEYX achieves a -3.04% return, which is significantly higher than LGRCX's -11.85% return. Over the past 10 years, GTEYX has underperformed LGRCX with an annualized return of 6.38%, while LGRCX has yielded a comparatively higher 14.27% annualized return.
GTEYX
- 1D
- 1.71%
- 1M
- -3.62%
- YTD
- -3.04%
- 6M
- -0.59%
- 1Y
- 9.81%
- 3Y*
- 10.54%
- 5Y*
- 6.10%
- 10Y*
- 6.38%
LGRCX
- 1D
- 3.76%
- 1M
- -6.13%
- YTD
- -11.85%
- 6M
- -12.50%
- 1Y
- 10.22%
- 3Y*
- 18.06%
- 5Y*
- 9.91%
- 10Y*
- 14.27%
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GTEYX vs. LGRCX - Expense Ratio Comparison
GTEYX has a 0.70% expense ratio, which is lower than LGRCX's 1.65% expense ratio.
Return for Risk
GTEYX vs. LGRCX — Risk / Return Rank
GTEYX
LGRCX
GTEYX vs. LGRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund Class Y Shares (GTEYX) 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.
| GTEYX | LGRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.53 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.61 | 0.98 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | -0.18 | +0.58 |
Martin ratioReturn relative to average drawdown | 1.55 | -0.53 | +2.08 |
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
| GTEYX | LGRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.53 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.45 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.69 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.48 | +0.18 |
Correlation
The correlation between GTEYX and LGRCX is 0.87, 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
GTEYX vs. LGRCX - Dividend Comparison
GTEYX's dividend yield for the trailing twelve months is around 0.38%, less than LGRCX's 3.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTEYX Gateway Fund Class Y Shares | 0.38% | 0.39% | 0.65% | 0.90% | 0.89% | 0.66% | 1.06% | 1.32% | 1.41% | 1.24% | 1.60% | 2.09% |
LGRCX Loomis Sayles Growth Fund Class C | 3.51% | 3.10% | 7.70% | 8.01% | 21.28% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.36% | 0.00% |
Drawdowns
GTEYX vs. LGRCX - Drawdown Comparison
The maximum GTEYX drawdown since its inception was -16.58%, smaller than the maximum LGRCX drawdown of -58.53%. Use the drawdown chart below to compare losses from any high point for GTEYX and LGRCX.
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Drawdown Indicators
| GTEYX | LGRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.58% | -58.53% | +41.95% |
Max Drawdown (1Y)Largest decline over 1 year | -7.04% | -18.16% | +11.12% |
Max Drawdown (5Y)Largest decline over 5 years | -16.25% | -35.31% | +19.06% |
Max Drawdown (10Y)Largest decline over 10 years | -16.25% | -35.31% | +19.06% |
Current DrawdownCurrent decline from peak | -4.37% | -14.91% | +10.54% |
Average DrawdownAverage peak-to-trough decline | -2.08% | -11.13% | +9.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 8.05% | -5.05% |
Volatility
GTEYX vs. LGRCX - Volatility Comparison
The current volatility for Gateway Fund Class Y Shares (GTEYX) is 2.99%, while Loomis Sayles Growth Fund Class C (LGRCX) has a volatility of 6.48%. This indicates that GTEYX 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
| GTEYX | LGRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 6.48% | -3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 5.86% | 12.97% | -7.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.50% | 25.32% | -12.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.56% | 23.06% | -13.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.87% | 21.10% | -12.23% |