LGRCX vs. LSGRX

The year-to-date returns for both investments are quite close, with LGRCX having a 4.91% return and LSGRX slightly higher at 5.04%. Over the past 10 years, LGRCX has underperformed LSGRX with an annualized return of 9.03%, while LSGRX has yielded a comparatively higher 11.40% annualized return.

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LGRCX has a 1.65% expense ratio, which is higher than LSGRX's 0.64% expense ratio.

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.

The current LGRCX Sharpe Ratio is 0.95, which is comparable to the LSGRX Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of LGRCX and LSGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither LGRCX nor LSGRX has paid dividends to shareholders.

The maximum LGRCX drawdown since its inception was -58.53%, smaller than the maximum LSGRX drawdown of -82.01%. Use the drawdown chart below to compare losses from any high point for LGRCX and LSGRX. For additional features, visit the drawdowns tool.

Loomis Sayles Growth Fund Class C (LGRCX) and Loomis Sayles Growth Fund (LSGRX) have volatilities of 4.84% and 4.82%, 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.