LGRCX vs. GTEYX
Compare and contrast key facts about Loomis Sayles Growth Fund Class C (LGRCX) and Gateway Fund Class Y Shares (GTEYX).
LGRCX is managed by Natixis. It was launched on Feb 1, 2013. GTEYX is managed by Natixis.
Performance
LGRCX vs. GTEYX - Performance Comparison
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LGRCX vs. GTEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, LGRCX achieves a -11.85% return, which is significantly lower than GTEYX's -3.04% return. Over the past 10 years, LGRCX has outperformed GTEYX with an annualized return of 14.27%, while GTEYX has yielded a comparatively lower 6.38% annualized return.
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%
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%
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LGRCX vs. GTEYX - Expense Ratio Comparison
LGRCX has a 1.65% expense ratio, which is higher than GTEYX's 0.70% expense ratio.
Return for Risk
LGRCX vs. GTEYX — Risk / Return Rank
LGRCX
GTEYX
LGRCX vs. GTEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund Class C (LGRCX) and Gateway Fund Class Y Shares (GTEYX). 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.
| LGRCX | GTEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.98 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.61 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.24 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.18 | 0.41 | -0.58 |
Martin ratioReturn relative to average drawdown | -0.53 | 1.55 | -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
| LGRCX | GTEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.98 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.67 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.73 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.66 | -0.18 |
Correlation
The correlation between LGRCX and GTEYX 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
LGRCX vs. GTEYX - Dividend Comparison
LGRCX's dividend yield for the trailing twelve months is around 3.51%, more than GTEYX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
LGRCX vs. GTEYX - Drawdown Comparison
The maximum LGRCX drawdown since its inception was -58.53%, which is greater than GTEYX's maximum drawdown of -16.58%. Use the drawdown chart below to compare losses from any high point for LGRCX and GTEYX.
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Drawdown Indicators
| LGRCX | GTEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.53% | -16.58% | -41.95% |
Max Drawdown (1Y)Largest decline over 1 year | -18.16% | -7.04% | -11.12% |
Max Drawdown (5Y)Largest decline over 5 years | -35.31% | -16.25% | -19.06% |
Max Drawdown (10Y)Largest decline over 10 years | -35.31% | -16.25% | -19.06% |
Current DrawdownCurrent decline from peak | -14.91% | -4.37% | -10.54% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -2.08% | -9.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.05% | 3.00% | +5.05% |
Volatility
LGRCX vs. GTEYX - Volatility Comparison
Loomis Sayles Growth Fund Class C (LGRCX) has a higher volatility of 6.48% compared to Gateway Fund Class Y Shares (GTEYX) at 2.99%. This indicates that LGRCX's price experiences larger fluctuations and is considered to be riskier than GTEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGRCX | GTEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 2.99% | +3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 12.97% | 5.86% | +7.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.32% | 12.50% | +12.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.06% | 9.56% | +13.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 8.87% | +12.23% |