LSGRX vs. VINIX
Compare and contrast key facts about Loomis Sayles Growth Fund (LSGRX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
LSGRX is managed by Natixis Funds. It was launched on May 16, 1991. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSGRX or VINIX.
Key characteristics
| LSGRX | VINIX | |
|---|---|---|
| YTD Return | 11.49% | 11.78% |
| 1Y Return | 32.67% | 28.23% |
| 3Y Return (Ann) | 10.91% | 10.40% |
| 5Y Return (Ann) | 16.19% | 15.02% |
| 10Y Return (Ann) | 15.48% | 13.04% |
| Sharpe Ratio | 2.18 | 2.55 |
| Daily Std Dev | 16.03% | 11.55% |
| Max Drawdown | -82.01% | -55.19% |
| Current Drawdown | -1.41% | -0.07% |
Correlation
The correlation between LSGRX and VINIX is 0.89, 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. VINIX - Performance Comparison
The year-to-date returns for both investments are quite close, with LSGRX having a 11.49% return and VINIX slightly higher at 11.78%. Over the past 10 years, LSGRX has outperformed VINIX with an annualized return of 15.48%, while VINIX has yielded a comparatively lower 13.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LSGRX vs. VINIX - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Risk-Adjusted Performance
LSGRX vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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. VINIX - Dividend Comparison
LSGRX's dividend yield for the trailing twelve months is around 5.40%, more than VINIX's 2.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 5.40% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% | 0.68% | 0.30% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.66% | 2.97% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% | 1.88% | 1.85% |
Drawdowns
LSGRX vs. VINIX - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -82.01%, which is greater than VINIX's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LSGRX and VINIX. For additional features, visit the drawdowns tool.
Volatility
LSGRX vs. VINIX - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 4.63% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 3.36%. This indicates that LSGRX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.