LGRCX vs. ACIHX

Last updated Aug 1, 2026

LGRCX (Loomis Sayles Growth Fund Class C) and ACIHX (American Century Investments Growth Fund G Class) are both Large Cap Growth Equities funds. Over the past 3 years, LGRCX returned 13.61%/yr vs 17.45%/yr for ACIHX. Their correlation of 0.82 means they have usually moved in the same direction. LGRCX charges 1.65%/yr vs 0.00%/yr for ACIHX.

Performance

LGRCX vs. ACIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Loomis Sayles Growth Fund Class C (LGRCX) and American Century Investments Growth Fund G Class (ACIHX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LGRCX achieves a -6.93% return, which is significantly lower than ACIHX's 1.37% return.

LGRCX

• 1D: 0.96%
• 1M: -2.51%
• 6M: -6.34%
• YTD: -6.93%
• 1Y: -2.63%
• 3Y*: 13.61%
• 5Y*: 8.88%
• 10Y*: 13.95%
• ALL TIME*: 10.01%

ACIHX

• 1D: 2.83%
• 1M: -2.74%
• 6M: 3.04%
• YTD: 1.37%
• 1Y: 11.76%
• 3Y*: 17.45%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 18.41%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ACIHX American Century Investments Growth Fund G Class	$0.00	$0.00	$0.00
LGRCX Loomis Sayles Growth Fund Class C	$0.00	$0.00	$0.00

LGRCX vs. ACIHX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
LGRCX Loomis Sayles Growth Fund Class C	-6.93%	12.90%	33.77%	49.68%	-4.60%
ACIHX American Century Investments Growth Fund G Class	1.37%	16.26%	27.35%	44.64%	-6.24%

Correlation

The correlation between LGRCX and ACIHX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.75
Correlation (3Y) Balances recent behavior with more history.	0.74
Correlation (All Time) Calculated using the full available price history since May 16, 2022	0.82

The correlation between LGRCX and ACIHX has been stable across timeframes, ranging from 0.74 to 0.82 - a consistent structural relationship.

Return for Risk

LGRCX vs. ACIHX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LGRCX

LGRCX Risk / Return Rank: 3
LGRCX Sharpe Ratio Rank: 3
LGRCX Sortino Ratio Rank: 3
LGRCX Omega Ratio Rank: 3
LGRCX Calmar Ratio Rank: 3
LGRCX Martin Ratio Rank: 3

ACIHX

ACIHX Risk / Return Rank: 14
ACIHX Sharpe Ratio Rank: 15
ACIHX Sortino Ratio Rank: 15
ACIHX Omega Ratio Rank: 15
ACIHX Calmar Ratio Rank: 13
ACIHX Martin Ratio Rank: 14

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LGRCX vs. ACIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund Class C (LGRCX) and American Century Investments Growth Fund G Class (ACIHX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	LGRCX	ACIHX	Difference
Sharpe ratio: Return per unit of total volatility	-0.18	0.56	-0.74
Sortino ratio: Return per unit of downside risk	-0.13	0.88	-1.01
Omega ratio: Gain probability vs. loss probability	0.98	1.11	-0.12
Calmar ratio: Return relative to maximum drawdown	-0.18	0.60	-0.78
Martin ratio: Return relative to average drawdown	-0.46	1.82	-2.28

LGRCX vs. ACIHX - Sharpe Ratio Comparison

The current LGRCX Sharpe Ratio is -0.18, which is lower than the ACIHX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of LGRCX and ACIHX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

LGRCX vs. ACIHX - Drawdown Comparison

The maximum LGRCX drawdown since its inception was -58.53%, which is greater than ACIHX's maximum drawdown of -24.00%. Use the drawdown chart below to compare losses from any high point for LGRCX and ACIHX.

Drawdown Indicators

	LGRCX	ACIHX	Difference
Max Drawdown Largest peak-to-trough decline	-58.53%	-24.00%	-34.53%
Max Drawdown (1Y) Largest decline over 1 year	-18.16%	-16.40%	-1.76%
Max Drawdown (3Y) Largest decline over 3 years	-28.96%	-24.00%	-4.96%
Max Drawdown (5Y) Largest decline over 5 years	-35.31%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-35.31%	—	—
Current Drawdown Current decline from peak	-10.17%	-7.43%	-2.74%
Average Drawdown Average peak-to-trough decline	-11.08%	-4.91%	-6.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.61%	5.38%	+1.23%

Volatility

LGRCX vs. ACIHX - Volatility Comparison

Loomis Sayles Growth Fund Class C (LGRCX) and American Century Investments Growth Fund G Class (ACIHX) have volatilities of 5.36% and 5.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LGRCX	ACIHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.36%	5.54%	-0.18%
Volatility (6M) Calculated over the trailing 6-month period	13.84%	13.85%	-0.01%
Volatility (1Y) Calculated over the trailing 1-year period	18.14%	17.44%	+0.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.34%	21.07%	+2.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.22%	21.07%	+0.15%

LGRCX vs. ACIHX - Expense Ratio Comparison

LGRCX has a 1.65% expense ratio, which is higher than ACIHX's 0.00% expense ratio.

Dividends

LGRCX vs. ACIHX - Dividend Comparison

LGRCX's dividend yield for the trailing twelve months is around 3.33%, less than ACIHX's 15.73% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
ACIHX American Century Investments Growth Fund G Class	15.73%	15.95%	5.65%	4.61%	2.86%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LGRCX Loomis Sayles Growth Fund Class C	3.33%	3.10%	7.70%	8.01%	21.28%	5.81%	5.14%	2.60%	6.05%	2.18%	1.36%

Frequently Asked Questions

Can I hold both LGRCX and ACIHX in my portfolio?

LGRCX and ACIHX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LGRCX or ACIHX?

ACIHX has higher volatility (5.54%) compared to LGRCX (5.36%). In terms of maximum drawdown, LGRCX dropped -58.53% vs ACIHX's -24.00%.

Which has better risk-adjusted returns?

ACIHX currently has the higher Sharpe Ratio (0.56 vs -0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.