LSGRX vs. FBGRX

In the year-to-date period, LSGRX achieves a 29.92% return, which is significantly lower than FBGRX's 35.24% return. Over the past 10 years, LSGRX has underperformed FBGRX with an annualized return of 11.37%, while FBGRX has yielded a comparatively higher 13.70% annualized return.

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LSGRX has a 0.64% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) 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.

The current LSGRX Sharpe Ratio is 1.52, which is comparable to the FBGRX Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of LSGRX and FBGRX, 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 has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 1.05%.

The maximum LSGRX drawdown since its inception was -82.01%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for LSGRX and FBGRX. For additional features, visit the drawdowns tool.

Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 10.47% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.87%. This indicates that LSGRX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.