LGRCX vs. LSGRX
LGRCX (Loomis Sayles Growth Fund Class C) and LSGRX (Loomis Sayles Growth Fund) are both Large Cap Growth Equities funds from Natixis. Over the past 10 years, LGRCX returned 15.21%/yr vs 16.35%/yr for LSGRX. With a 0.99 correlation, they move nearly in lockstep. LGRCX charges 1.65%/yr vs 0.64%/yr for LSGRX.
Performance
LGRCX vs. LSGRX - Performance Comparison
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Returns By Period
In the year-to-date period, LGRCX achieves a -5.00% return, which is significantly lower than LSGRX's -4.55% return. Over the past 10 years, LGRCX has underperformed LSGRX with an annualized return of 15.21%, while LSGRX has yielded a comparatively higher 16.35% annualized return.
LGRCX
- 1D
- 0.00%
- 1M
- -3.79%
- YTD
- -5.00%
- 6M
- -6.38%
- 1Y
- 4.80%
- 3Y*
- 16.44%
- 5Y*
- 10.01%
- 10Y*
- 15.21%
LSGRX
- 1D
- 0.00%
- 1M
- -3.70%
- YTD
- -4.55%
- 6M
- -5.93%
- 1Y
- 5.81%
- 3Y*
- 17.63%
- 5Y*
- 11.15%
- 10Y*
- 16.35%
LGRCX vs. LSGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRCX Loomis Sayles Growth Fund Class C | -5.00% | 12.90% | 33.77% | 49.68% | -28.62% | 17.50% | 30.41% | 30.47% | -3.53% | 31.39% |
LSGRX Loomis Sayles Growth Fund | -4.55% | 14.01% | 35.21% | 51.30% | -27.86% | 18.68% | 31.76% | 31.73% | -2.56% | 32.63% |
Correlation
The correlation between LGRCX and LSGRX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2003 | 0.99 |
The correlation between LGRCX and LSGRX has been stable across timeframes, ranging from 0.95 to 1.00 - a consistent structural relationship.
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Return for Risk
LGRCX vs. LSGRX — Risk / Return Rank
LGRCX
LSGRX
LGRCX vs. LSGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund Class C (LGRCX) and Loomis Sayles Growth Fund (LSGRX). 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 | LSGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.09 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | 0.43 | -0.08 |
| Martin ratioReturn relative to average drawdown | 1.02 | 1.26 | -0.24 |
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Drawdowns
LGRCX vs. LSGRX - Drawdown Comparison
The maximum LGRCX drawdown since its inception was -58.53%, smaller than the maximum LSGRX drawdown of -63.63%. Use the drawdown chart below to compare losses from any high point for LGRCX and LSGRX.
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Drawdown Indicators
| LGRCX | LSGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.53% | -63.63% | +5.10% |
Max Drawdown (1Y)Largest decline over 1 year | -18.16% | -17.83% | -0.33% |
Max Drawdown (3Y)Largest decline over 3 years | -28.96% | -27.33% | -1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -35.31% | -34.69% | -0.62% |
Max Drawdown (10Y)Largest decline over 10 years | -35.31% | -34.69% | -0.62% |
Current DrawdownCurrent decline from peak | -8.30% | -7.73% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -11.09% | -17.94% | +6.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.87% | 5.66% | +0.21% |
Volatility
LGRCX vs. LSGRX - Volatility Comparison
Loomis Sayles Growth Fund Class C (LGRCX) and Loomis Sayles Growth Fund (LSGRX) have volatilities of 5.69% and 5.73%, 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.
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Volatility by Period
| LGRCX | LSGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.69% | 5.73% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 13.20% | 13.18% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.46% | 17.44% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.21% | 22.77% | +0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.21% | 20.98% | +0.23% |
LGRCX vs. LSGRX - Expense Ratio Comparison
LGRCX has a 1.65% expense ratio, which is higher than LSGRX's 0.64% expense ratio.
Dividends
LGRCX vs. LSGRX - Dividend Comparison
LGRCX's dividend yield for the trailing twelve months is around 3.26%, more than LSGRX's 2.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRCX Loomis Sayles Growth Fund Class C | 3.26% | 3.10% | 7.70% | 8.01% | 21.28% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.36% | 0.00% |
LSGRX Loomis Sayles Growth Fund | 2.32% | 2.22% | 5.62% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% |
Frequently Asked Questions
With a correlation of 1.00, LGRCX and LSGRX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
LSGRX has higher volatility (5.73%) compared to LGRCX (5.69%). In terms of maximum drawdown, LGRCX dropped -58.53% vs LSGRX's -63.63%.
LSGRX currently has the higher Sharpe Ratio (0.45 vs 0.37), 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.
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