LSIIX vs. FBGRX
Compare and contrast key facts about Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Fidelity Blue Chip Growth Fund (FBGRX).
LSIIX is managed by Natixis Investment Managers. It was launched on Dec 31, 1996. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSIIX or FBGRX.
Key characteristics
| LSIIX | FBGRX | |
|---|---|---|
| YTD Return | -0.42% | 17.58% |
| 1Y Return | 3.61% | 49.52% |
| 3Y Return (Ann) | -1.36% | 10.16% |
| 5Y Return (Ann) | 2.19% | 20.33% |
| 10Y Return (Ann) | 2.07% | 17.74% |
| Sharpe Ratio | 0.53 | 2.82 |
| Daily Std Dev | 6.25% | 17.96% |
| Max Drawdown | -20.76% | -57.42% |
| Current Drawdown | -5.91% | 0.00% |
Correlation
The correlation between LSIIX and FBGRX is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LSIIX vs. FBGRX - Performance Comparison
In the year-to-date period, LSIIX achieves a -0.42% return, which is significantly lower than FBGRX's 17.58% return. Over the past 10 years, LSIIX has underperformed FBGRX with an annualized return of 2.07%, while FBGRX has yielded a comparatively higher 17.74% 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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LSIIX vs. FBGRX - Expense Ratio Comparison
LSIIX has a 0.54% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
LSIIX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) 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.
Dividends
LSIIX vs. FBGRX - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 4.62%, more than FBGRX's 0.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.62% | 4.25% | 3.32% | 4.16% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% | 4.40% | 7.44% |
FBGRX Fidelity Blue Chip Growth Fund | 0.79% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
LSIIX vs. FBGRX - Drawdown Comparison
The maximum LSIIX drawdown since its inception was -20.76%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for LSIIX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
LSIIX vs. FBGRX - Volatility Comparison
The current volatility for Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) is 1.50%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.06%. This indicates that LSIIX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.