LSGRX vs. VONG
Compare and contrast key facts about Loomis Sayles Growth Fund (LSGRX) and Vanguard Russell 1000 Growth ETF (VONG).
LSGRX is managed by Natixis Funds. It was launched on May 16, 1991. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSGRX or VONG.
Key characteristics
| LSGRX | VONG | |
|---|---|---|
| YTD Return | 11.49% | 13.27% |
| 1Y Return | 32.67% | 35.30% |
| 3Y Return (Ann) | 10.91% | 12.20% |
| 5Y Return (Ann) | 16.19% | 18.49% |
| 10Y Return (Ann) | 15.48% | 16.10% |
| Sharpe Ratio | 2.18 | 2.47 |
| Daily Std Dev | 16.03% | 15.10% |
| Max Drawdown | -82.01% | -32.72% |
| Current Drawdown | -1.41% | -0.36% |
Correlation
The correlation between LSGRX and VONG is 0.93, 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. VONG - Performance Comparison
In the year-to-date period, LSGRX achieves a 11.49% return, which is significantly lower than VONG's 13.27% return. Both investments have delivered pretty close results over the past 10 years, with LSGRX having a 15.48% annualized return and VONG not far ahead at 16.10%. 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. VONG - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
LSGRX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) and Vanguard Russell 1000 Growth ETF (VONG). 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. VONG - Dividend Comparison
LSGRX's dividend yield for the trailing twelve months is around 5.40%, more than VONG's 0.66% 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% |
VONG Vanguard Russell 1000 Growth ETF | 0.66% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
LSGRX vs. VONG - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -82.01%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for LSGRX and VONG. For additional features, visit the drawdowns tool.
Volatility
LSGRX vs. VONG - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 4.63% and 4.77%, 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.