LSSIX vs. FDGRX

In the year-to-date period, LSSIX achieves a 2.48% return, which is significantly lower than FDGRX's 3.05% return. Over the past 10 years, LSSIX has underperformed FDGRX with an annualized return of 2.31%, while FDGRX has yielded a comparatively higher 12.00% annualized return.

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LSSIX has a 0.92% expense ratio, which is higher than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small Cap Growth Fund (LSSIX) and Fidelity Growth Company Fund (FDGRX). 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.

The current LSSIX Sharpe Ratio is 0.72, which is comparable to the FDGRX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of LSSIX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither LSSIX nor FDGRX has paid dividends to shareholders.

The maximum LSSIX drawdown since its inception was -84.40%, which is greater than FDGRX's maximum drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for LSSIX and FDGRX. For additional features, visit the drawdowns tool.

The current volatility for Loomis Sayles Small Cap Growth Fund (LSSIX) is 4.24%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.74%. This indicates that LSSIX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.