LSSIX vs. FDGRX
Compare and contrast key facts about Loomis Sayles Small Cap Growth Fund (LSSIX) and Fidelity Growth Company Fund (FDGRX).
LSSIX is managed by Loomis Sayles Funds. It was launched on Dec 31, 1996. FDGRX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSSIX or FDGRX.
Key characteristics
| LSSIX | FDGRX | |
|---|---|---|
| YTD Return | 11.14% | 24.28% |
| 1Y Return | 17.01% | 36.99% |
| 3Y Return (Ann) | -0.50% | 7.18% |
| 5Y Return (Ann) | 8.57% | 22.56% |
| 10Y Return (Ann) | 9.87% | 18.45% |
| Sharpe Ratio | 0.92 | 1.88 |
| Daily Std Dev | 18.48% | 19.43% |
| Max Drawdown | -83.82% | -71.50% |
| Current Drawdown | -10.26% | -5.64% |
Correlation
The correlation between LSSIX and FDGRX is 0.88, 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
LSSIX vs. FDGRX - Performance Comparison
In the year-to-date period, LSSIX achieves a 11.14% return, which is significantly lower than FDGRX's 24.28% return. Over the past 10 years, LSSIX has underperformed FDGRX with an annualized return of 9.87%, while FDGRX has yielded a comparatively higher 18.45% 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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LSSIX vs. FDGRX - Expense Ratio Comparison
LSSIX has a 0.92% expense ratio, which is higher than FDGRX's 0.79% expense ratio.
Risk-Adjusted Performance
LSSIX vs. FDGRX - Risk-Adjusted Performance Comparison
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.
Dividends
LSSIX vs. FDGRX - Dividend Comparison
LSSIX's dividend yield for the trailing twelve months is around 2.11%, less than FDGRX's 3.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSSIX Loomis Sayles Small Cap Growth Fund | 2.11% | 2.34% | 3.02% | 20.23% | 1.76% | 8.86% | 11.30% | 12.61% | 0.00% | 7.91% | 15.58% | 7.06% |
FDGRX Fidelity Growth Company Fund | 3.09% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 3.92% | 4.03% | 7.12% |
Drawdowns
LSSIX vs. FDGRX - Drawdown Comparison
The maximum LSSIX drawdown since its inception was -83.82%, 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.
Volatility
LSSIX vs. FDGRX - Volatility Comparison
Loomis Sayles Small Cap Growth Fund (LSSIX) and Fidelity Growth Company Fund (FDGRX) have volatilities of 6.42% and 6.55%, 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.