LGRRX vs. TWCGX
Compare and contrast key facts about Loomis Sayles Growth Fund (LGRRX) and American Century Growth Fund (TWCGX).
LGRRX is managed by Natixis. It was launched on Feb 1, 2013. TWCGX is managed by American Century. It was launched on Jun 30, 1971.
Performance
LGRRX vs. TWCGX - Performance Comparison
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LGRRX vs. TWCGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | -14.90% | 13.76% | 34.82% | 50.89% | -28.03% | 18.40% | 31.40% | 31.41% | -2.80% | 32.29% |
TWCGX American Century Growth Fund | -13.48% | 15.28% | 26.20% | 43.31% | -31.39% | 27.86% | 35.23% | 35.39% | -1.27% | 30.06% |
Returns By Period
In the year-to-date period, LGRRX achieves a -14.90% return, which is significantly lower than TWCGX's -13.48% return. Both investments have delivered pretty close results over the past 10 years, with LGRRX having a 14.69% annualized return and TWCGX not far behind at 14.50%.
LGRRX
- 1D
- 0.20%
- 1M
- -9.33%
- YTD
- -14.90%
- 6M
- -14.71%
- 1Y
- 7.72%
- 3Y*
- 17.53%
- 5Y*
- 10.28%
- 10Y*
- 14.69%
TWCGX
- 1D
- -0.40%
- 1M
- -8.79%
- YTD
- -13.48%
- 6M
- -12.63%
- 1Y
- 12.31%
- 3Y*
- 16.17%
- 5Y*
- 9.27%
- 10Y*
- 14.50%
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LGRRX vs. TWCGX - Expense Ratio Comparison
LGRRX has a 0.92% expense ratio, which is lower than TWCGX's 0.94% expense ratio.
Return for Risk
LGRRX vs. TWCGX — Risk / Return Rank
LGRRX
TWCGX
LGRRX vs. TWCGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LGRRX) and American Century Growth Fund (TWCGX). 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.
| LGRRX | TWCGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 0.55 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.55 | 0.96 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.13 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.20 | 0.56 | -0.77 |
Martin ratioReturn relative to average drawdown | -0.61 | 1.97 | -2.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LGRRX | TWCGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 0.55 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.43 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.69 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.51 | -0.16 |
Correlation
The correlation between LGRRX and TWCGX is 0.92, 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.
Dividends
LGRRX vs. TWCGX - Dividend Comparison
LGRRX's dividend yield for the trailing twelve months is around 2.94%, less than TWCGX's 19.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | 2.94% | 2.50% | 6.30% | 6.70% | 18.14% | 5.13% | 4.60% | 2.68% | 5.92% | 2.33% | 1.38% | 0.42% |
TWCGX American Century Growth Fund | 19.81% | 17.14% | 5.96% | 4.81% | 4.86% | 9.83% | 5.33% | 5.60% | 14.07% | 10.28% | 4.64% | 6.80% |
Drawdowns
LGRRX vs. TWCGX - Drawdown Comparison
The maximum LGRRX drawdown since its inception was -64.70%, which is greater than TWCGX's maximum drawdown of -59.60%. Use the drawdown chart below to compare losses from any high point for LGRRX and TWCGX.
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Drawdown Indicators
| LGRRX | TWCGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.70% | -59.60% | -5.10% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -16.69% | -1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -34.85% | -34.92% | +0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -34.85% | -34.92% | +0.07% |
Current DrawdownCurrent decline from peak | -17.76% | -16.69% | -1.07% |
Average DrawdownAverage peak-to-trough decline | -21.33% | -15.34% | -5.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.92% | 4.78% | +3.14% |
Volatility
LGRRX vs. TWCGX - Volatility Comparison
Loomis Sayles Growth Fund (LGRRX) and American Century Growth Fund (TWCGX) have volatilities of 5.19% and 5.43%, 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
| LGRRX | TWCGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 5.43% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.40% | 12.03% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.06% | 22.43% | +2.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.77% | 21.58% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.95% | 21.24% | -0.29% |