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.
Correlation
The correlation between LGRCX and JLGMX is 0.91, 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.
Performance
LGRCX vs. JLGMX - Performance Comparison
Key characteristics
LGRCX:
0.95
JLGMX:
1.29
LGRCX:
1.26
JLGMX:
1.79
LGRCX:
1.20
JLGMX:
1.24
LGRCX:
0.87
JLGMX:
1.82
LGRCX:
3.92
JLGMX:
6.66
LGRCX:
4.96%
JLGMX:
3.60%
LGRCX:
20.42%
JLGMX:
18.54%
LGRCX:
-58.53%
JLGMX:
-39.64%
LGRCX:
-8.07%
JLGMX:
-1.50%
Returns By Period
In the year-to-date period, LGRCX achieves a 4.03% return, which is significantly higher than JLGMX's 3.68% return. Both investments have delivered pretty close results over the past 10 years, with LGRCX having a 8.96% annualized return and JLGMX not far ahead at 9.09%.
LGRCX
4.03%
1.49%
10.11%
21.36%
6.62%
8.96%
JLGMX
3.68%
0.57%
11.24%
26.31%
13.68%
9.09%
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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.
Dividends
LGRCX vs. JLGMX - Dividend Comparison
LGRCX has not paid dividends to shareholders, while JLGMX's dividend yield for the trailing twelve months is around 0.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
LGRCX Loomis Sayles Growth Fund Class C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 0.20% | 0.21% | 0.31% | 0.61% | 0.00% | 0.12% | 0.26% | 0.08% |
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 -39.64%. Use the drawdown chart below to compare losses from any high point for LGRCX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
LGRCX vs. JLGMX - Volatility Comparison
Loomis Sayles Growth Fund Class C (LGRCX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX) have volatilities of 4.72% and 4.62%, 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.