LSGRX vs. FXAIX
Compare and contrast key facts about Loomis Sayles Growth Fund (LSGRX) and Fidelity 500 Index Fund (FXAIX).
LSGRX is managed by Natixis Funds. It was launched on May 16, 1991. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSGRX or FXAIX.
Correlation
The correlation between LSGRX and FXAIX 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.
Performance
LSGRX vs. FXAIX - Performance Comparison
Key characteristics
LSGRX:
1.06
FXAIX:
1.97
LSGRX:
1.36
FXAIX:
2.63
LSGRX:
1.22
FXAIX:
1.37
LSGRX:
1.07
FXAIX:
2.93
LSGRX:
6.96
FXAIX:
12.99
LSGRX:
3.10%
FXAIX:
1.90%
LSGRX:
20.40%
FXAIX:
12.58%
LSGRX:
-82.01%
FXAIX:
-33.79%
LSGRX:
-8.79%
FXAIX:
-3.62%
Returns By Period
In the year-to-date period, LSGRX achieves a 28.71% return, which is significantly higher than FXAIX's 24.65% return. Over the past 10 years, LSGRX has underperformed FXAIX with an annualized return of 11.21%, while FXAIX has yielded a comparatively higher 12.79% annualized return.
LSGRX
28.71%
-3.02%
10.21%
30.74%
10.34%
11.21%
FXAIX
24.65%
-0.72%
7.90%
26.58%
14.57%
12.79%
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LSGRX vs. FXAIX - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
LSGRX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
LSGRX vs. FXAIX - Dividend Comparison
LSGRX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 0.89%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.14% | 0.50% | 0.66% | 0.53% | 0.57% | 0.54% | 0.68% | 0.29% |
FXAIX Fidelity 500 Index Fund | 0.89% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
LSGRX vs. FXAIX - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -82.01%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for LSGRX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
LSGRX vs. FXAIX - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 10.18% compared to Fidelity 500 Index Fund (FXAIX) at 3.62%. This indicates that LSGRX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.