LSGRX vs. LGRCX
Compare and contrast key facts about Loomis Sayles Growth Fund (LSGRX) and Loomis Sayles Growth Fund Class C (LGRCX).
LSGRX is managed by Natixis. It was launched on May 16, 1991. LGRCX is managed by Natixis. It was launched on Feb 1, 2013.
Performance
LSGRX vs. LGRCX - Performance Comparison
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LSGRX vs. LGRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | -14.81% | 14.01% | 35.21% | 51.30% | -27.86% | 18.68% | 31.76% | 31.73% | -2.56% | 32.63% |
LGRCX Loomis Sayles Growth Fund Class C | -15.04% | 12.90% | 33.77% | 49.68% | -28.62% | 17.50% | 30.41% | 30.47% | -3.53% | 31.39% |
Returns By Period
The year-to-date returns for both stocks are quite close, with LSGRX having a -14.81% return and LGRCX slightly lower at -15.04%. Over the past 10 years, LSGRX has outperformed LGRCX with an annualized return of 14.98%, while LGRCX has yielded a comparatively lower 13.85% annualized return.
LSGRX
- 1D
- 0.21%
- 1M
- -9.29%
- YTD
- -14.81%
- 6M
- -14.59%
- 1Y
- 8.00%
- 3Y*
- 17.83%
- 5Y*
- 10.57%
- 10Y*
- 14.98%
LGRCX
- 1D
- 0.20%
- 1M
- -9.41%
- YTD
- -15.04%
- 6M
- -15.02%
- 1Y
- 6.93%
- 3Y*
- 16.61%
- 5Y*
- 9.42%
- 10Y*
- 13.85%
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LSGRX vs. LGRCX - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is lower than LGRCX's 1.65% expense ratio.
Return for Risk
LSGRX vs. LGRCX — Risk / Return Rank
LSGRX
LGRCX
LSGRX vs. LGRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) and Loomis Sayles Growth Fund Class C (LGRCX). 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.
| LSGRX | LGRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 0.20 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.58 | 0.50 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.06 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.28 | -0.24 | -0.05 |
Martin ratioReturn relative to average drawdown | -0.85 | -0.71 | -0.15 |
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
| LSGRX | LGRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 0.20 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.43 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.67 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.47 | -0.05 |
Correlation
The correlation between LSGRX and LGRCX is 0.99, 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
LSGRX vs. LGRCX - Dividend Comparison
LSGRX's dividend yield for the trailing twelve months is around 2.60%, less than LGRCX's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 2.60% | 2.22% | 5.62% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% |
LGRCX Loomis Sayles Growth Fund Class C | 3.64% | 3.10% | 7.70% | 8.01% | 21.28% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.36% | 0.00% |
Drawdowns
LSGRX vs. LGRCX - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -63.63%, which is greater than LGRCX's maximum drawdown of -58.53%. Use the drawdown chart below to compare losses from any high point for LSGRX and LGRCX.
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Drawdown Indicators
| LSGRX | LGRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.63% | -58.53% | -5.10% |
Max Drawdown (1Y)Largest decline over 1 year | -17.83% | -18.16% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -34.69% | -35.31% | +0.62% |
Max Drawdown (10Y)Largest decline over 10 years | -34.69% | -35.31% | +0.62% |
Current DrawdownCurrent decline from peak | -17.66% | -17.99% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -18.01% | -11.13% | -6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.78% | 8.00% | -0.22% |
Volatility
LSGRX vs. LGRCX - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) and Loomis Sayles Growth Fund Class C (LGRCX) have volatilities of 5.18% and 5.24%, 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
| LSGRX | LGRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 5.24% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 12.39% | 12.41% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.07% | 25.05% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.55% | 23.00% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.84% | 21.07% | -0.23% |