LGRRX vs. FBGRX
LGRRX (Loomis Sayles Growth Fund) and FBGRX (Fidelity Blue Chip Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, LGRRX returned 14.79%/yr vs 20.56%/yr for FBGRX. Their correlation of 0.91 means they have usually moved in the same direction. LGRRX charges 0.92%/yr vs 0.79%/yr for FBGRX.
Performance
LGRRX vs. FBGRX - Performance Comparison
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Returns By Period
In the year-to-date period, LGRRX achieves a -6.55% return, which is significantly lower than FBGRX's 10.15% return. Over the past 10 years, LGRRX has underperformed FBGRX with an annualized return of 14.79%, while FBGRX has yielded a comparatively higher 20.56% annualized return.
LGRRX
- 1D
- 0.95%
- 1M
- -2.48%
- 6M
- -5.97%
- YTD
- -6.55%
- 1Y
- -1.92%
- 3Y*
- 14.49%
- 5Y*
- 9.73%
- 10Y*
- 14.79%
- ALL TIME*
- 7.90%
FBGRX
- 1D
- 3.14%
- 1M
- -4.18%
- 6M
- 10.25%
- YTD
- 10.15%
- 1Y
- 24.18%
- 3Y*
- 25.20%
- 5Y*
- 13.50%
- 10Y*
- 20.56%
- ALL TIME*
- 13.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LGRRX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | -6.55% | 13.76% | 34.82% | 50.89% | -28.03% | 18.40% | 31.40% | 31.41% | -2.80% | 32.29% |
FBGRX Fidelity Blue Chip Growth Fund | 10.15% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Correlation
The correlation between LGRRX and FBGRX is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1996 | 0.91 |
Over the past year, the correlation between LGRRX and FBGRX has dropped to 0.67 - well below their long-term average of 0.91, suggesting their price drivers have been diverging.
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Return for Risk
LGRRX vs. FBGRX — Risk / Return Rank
LGRRX
FBGRX
LGRRX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LGRRX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
| LGRRX | FBGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.23 | ||
| Sortino ratioReturn per unit of downside risk | -1.64 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.19 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.73 | -1.87 |
| Martin ratioReturn relative to average drawdown | -0.36 | 6.19 | -6.54 |
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Drawdowns
LGRRX vs. FBGRX - Drawdown Comparison
The maximum LGRRX drawdown since its inception was -64.70%, which is greater than FBGRX's maximum drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for LGRRX and FBGRX.
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Drawdown Indicators
| LGRRX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.70% | -58.64% | -6.06% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -12.65% | -5.28% |
Max Drawdown (3Y)Largest decline over 3 years | -27.84% | -27.07% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -34.85% | -43.08% | +8.23% |
Max Drawdown (10Y)Largest decline over 10 years | -34.85% | -43.08% | +8.23% |
Current DrawdownCurrent decline from peak | -9.70% | -7.79% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -21.16% | -12.49% | -8.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.41% | 3.54% | +2.87% |
Volatility
LGRRX vs. FBGRX - Volatility Comparison
The current volatility for Loomis Sayles Growth Fund (LGRRX) is 5.35%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.56%. This indicates that LGRRX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGRRX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 6.56% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 13.83% | 16.09% | -2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 20.05% | -1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.12% | 25.24% | -2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 23.83% | -2.73% |
LGRRX vs. FBGRX - Expense Ratio Comparison
LGRRX has a 0.92% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Dividends
LGRRX vs. FBGRX - Dividend Comparison
LGRRX's dividend yield for the trailing twelve months is around 2.68%, more than FBGRX's 1.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 1.72% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
LGRRX Loomis Sayles Growth Fund | 2.68% | 2.50% | 6.30% | 6.70% | 18.14% | 5.13% | 4.60% | 2.68% | 5.92% | 2.33% | 1.38% | 0.42% |
Frequently Asked Questions
LGRRX and FBGRX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FBGRX has higher volatility (6.56%) compared to LGRRX (5.35%). In terms of maximum drawdown, LGRRX dropped -64.70% vs FBGRX's -58.64%.
FBGRX currently has the higher Sharpe Ratio (1.09 vs -0.14), 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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