Correlation
The correlation between LGRCX and JLGMX is 0.90, 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.
LGRCX vs. JLGMX
Compare and contrast key facts about Loomis Sayles Growth Fund Class C (LGRCX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
LGRCX is managed by Natixis Funds. It was launched on Feb 1, 2013. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGRCX or JLGMX.
Performance
LGRCX vs. JLGMX - Performance Comparison
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Key characteristics
LGRCX:
0.81
JLGMX:
0.55
LGRCX:
1.25
JLGMX:
0.91
LGRCX:
1.17
JLGMX:
1.13
LGRCX:
0.85
JLGMX:
0.61
LGRCX:
2.81
JLGMX:
1.97
LGRCX:
7.20%
JLGMX:
6.63%
LGRCX:
25.52%
JLGMX:
23.92%
LGRCX:
-58.53%
JLGMX:
-31.82%
LGRCX:
-4.07%
JLGMX:
-4.77%
Returns By Period
In the year-to-date period, LGRCX achieves a 1.11% return, which is significantly higher than JLGMX's 0.24% return. Over the past 10 years, LGRCX has underperformed JLGMX with an annualized return of 14.66%, while JLGMX has yielded a comparatively higher 16.93% annualized return.
LGRCX
1.11%
10.21%
2.44%
20.46%
22.99%
15.83%
14.66%
JLGMX
0.24%
7.46%
0.63%
13.18%
19.21%
17.19%
16.93%
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LGRCX vs. JLGMX - Expense Ratio Comparison
LGRCX has a 1.65% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
LGRCX vs. JLGMX — Risk-Adjusted Performance Rank
LGRCX
JLGMX
LGRCX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund Class C (LGRCX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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.
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Dividends
LGRCX vs. JLGMX - Dividend Comparison
LGRCX's dividend yield for the trailing twelve months is around 7.68%, more than JLGMX's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRCX Loomis Sayles Growth Fund Class C | 7.68% | 7.77% | 8.01% | 21.29% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.05% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 1.16% | 1.16% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% | 1.77% |
Drawdowns
LGRCX vs. JLGMX - Drawdown Comparison
The maximum LGRCX drawdown since its inception was -58.53%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for LGRCX and JLGMX.
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Volatility
LGRCX vs. JLGMX - Volatility Comparison
Loomis Sayles Growth Fund Class C (LGRCX) has a higher volatility of 5.89% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 4.76%. This indicates that LGRCX's price experiences larger fluctuations and is considered to be riskier than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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