LSMIX vs. LSFIX
Compare and contrast key facts about Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) and Loomis Sayles Fixed Income Fund (LSFIX).
LSMIX is managed by Loomis Sayles Funds. It was launched on Jun 30, 2015. LSFIX is managed by Loomis Sayles Funds. It was launched on Jan 16, 1995.
Performance
LSMIX vs. LSFIX - Performance Comparison
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LSMIX vs. LSFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSMIX Loomis Sayles Small/Mid Cap Growth Fund | -3.25% | 5.71% | 17.74% | 6.71% | -27.08% | 17.40% | 31.56% | 35.21% | -7.32% | 31.80% |
LSFIX Loomis Sayles Fixed Income Fund | -1.09% | 9.10% | 5.39% | 8.21% | -11.74% | 2.89% | 5.38% | 13.56% | -3.07% | 8.40% |
Returns By Period
In the year-to-date period, LSMIX achieves a -3.25% return, which is significantly lower than LSFIX's -1.09% return. Over the past 10 years, LSMIX has outperformed LSFIX with an annualized return of 10.13%, while LSFIX has yielded a comparatively lower 4.13% annualized return.
LSMIX
- 1D
- -1.62%
- 1M
- -10.56%
- YTD
- -3.25%
- 6M
- -3.12%
- 1Y
- 9.91%
- 3Y*
- 7.35%
- 5Y*
- 1.61%
- 10Y*
- 10.13%
LSFIX
- 1D
- 0.34%
- 1M
- -2.47%
- YTD
- -1.09%
- 6M
- 0.31%
- 1Y
- 5.61%
- 3Y*
- 6.00%
- 5Y*
- 2.46%
- 10Y*
- 4.13%
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LSMIX vs. LSFIX - Expense Ratio Comparison
LSMIX has a 0.99% expense ratio, which is higher than LSFIX's 0.58% expense ratio.
Return for Risk
LSMIX vs. LSFIX — Risk / Return Rank
LSMIX
LSFIX
LSMIX vs. LSFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) and Loomis Sayles Fixed Income Fund (LSFIX). 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.
| LSMIX | LSFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 1.86 | -1.48 |
Sortino ratioReturn per unit of downside risk | 0.75 | 2.54 | -1.78 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.39 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 2.56 | -2.69 |
Martin ratioReturn relative to average drawdown | -0.44 | 10.75 | -11.19 |
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
| LSMIX | LSFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 1.86 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.52 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.85 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.89 | -0.42 |
Correlation
The correlation between LSMIX and LSFIX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LSMIX vs. LSFIX - Dividend Comparison
LSMIX has not paid dividends to shareholders, while LSFIX's dividend yield for the trailing twelve months is around 4.75%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSMIX Loomis Sayles Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 9.95% | 0.68% | 4.40% | 46.82% | 0.00% | 0.18% | 0.00% |
LSFIX Loomis Sayles Fixed Income Fund | 4.75% | 4.70% | 5.79% | 4.41% | 1.53% | 6.23% | 6.23% | 4.24% | 5.62% | 5.62% | 3.57% | 6.77% |
Drawdowns
LSMIX vs. LSFIX - Drawdown Comparison
The maximum LSMIX drawdown since its inception was -36.96%, which is greater than LSFIX's maximum drawdown of -26.33%. Use the drawdown chart below to compare losses from any high point for LSMIX and LSFIX.
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Drawdown Indicators
| LSMIX | LSFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.96% | -26.33% | -10.63% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -2.80% | -11.39% |
Max Drawdown (5Y)Largest decline over 5 years | -35.49% | -15.86% | -19.63% |
Max Drawdown (10Y)Largest decline over 10 years | -36.96% | -19.60% | -17.36% |
Current DrawdownCurrent decline from peak | -11.07% | -2.47% | -8.60% |
Average DrawdownAverage peak-to-trough decline | -10.14% | -3.26% | -6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.25% | 0.67% | +6.58% |
Volatility
LSMIX vs. LSFIX - Volatility Comparison
Loomis Sayles Small/Mid Cap Growth Fund (LSMIX) has a higher volatility of 5.65% compared to Loomis Sayles Fixed Income Fund (LSFIX) at 1.44%. This indicates that LSMIX's price experiences larger fluctuations and is considered to be riskier than LSFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSMIX | LSFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 1.44% | +4.21% |
Volatility (6M)Calculated over the trailing 6-month period | 13.76% | 2.19% | +11.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.73% | 3.93% | +21.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.27% | 4.89% | +16.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 4.94% | +16.40% |