LSGRX vs. AGTHX

In the year-to-date period, LSGRX achieves a 0.88% return, which is significantly lower than AGTHX's 3.26% return. Over the past 10 years, LSGRX has outperformed AGTHX with an annualized return of 15.77%, while AGTHX has yielded a comparatively lower 12.80% annualized return.

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LSGRX has a 0.64% expense ratio, which is higher than AGTHX's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) and American Funds The Growth Fund of America Class A (AGTHX). 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 LSGRX Sharpe Ratio is 0.91, which is comparable to the AGTHX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of LSGRX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LSGRX's dividend yield for the trailing twelve months is around 5.62%, less than AGTHX's 8.70% yield.

The maximum LSGRX drawdown since its inception was -63.63%, which is greater than AGTHX's maximum drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for LSGRX and AGTHX.

Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 5.93% compared to American Funds The Growth Fund of America Class A (AGTHX) at 5.51%. This indicates that LSGRX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.