NEFOX vs. LGRCX
Compare and contrast key facts about Natixis Funds Trust II Oakmark Fund (NEFOX) and Loomis Sayles Growth Fund Class C (LGRCX).
NEFOX is managed by Natixis. It was launched on May 6, 1931. LGRCX is managed by Natixis. It was launched on Feb 1, 2013.
Performance
NEFOX vs. LGRCX - Performance Comparison
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NEFOX vs. LGRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEFOX Natixis Funds Trust II Oakmark Fund | -2.41% | 14.77% | 15.71% | 30.96% | -13.02% | 33.94% | 13.08% | 26.76% | -13.01% | 20.76% |
LGRCX Loomis Sayles Growth Fund Class C | -11.85% | 12.90% | 33.77% | 49.68% | -28.62% | 17.50% | 30.41% | 30.47% | -3.53% | 31.39% |
Returns By Period
In the year-to-date period, NEFOX achieves a -2.41% return, which is significantly higher than LGRCX's -11.85% return. Over the past 10 years, NEFOX has underperformed LGRCX with an annualized return of 13.46%, while LGRCX has yielded a comparatively higher 14.27% annualized return.
NEFOX
- 1D
- 1.79%
- 1M
- -3.60%
- YTD
- -2.41%
- 6M
- 2.33%
- 1Y
- 10.73%
- 3Y*
- 16.29%
- 5Y*
- 11.03%
- 10Y*
- 13.46%
LGRCX
- 1D
- 3.76%
- 1M
- -6.13%
- YTD
- -11.85%
- 6M
- -12.50%
- 1Y
- 10.22%
- 3Y*
- 18.06%
- 5Y*
- 9.91%
- 10Y*
- 14.27%
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NEFOX vs. LGRCX - Expense Ratio Comparison
NEFOX has a 1.05% expense ratio, which is lower than LGRCX's 1.65% expense ratio.
Return for Risk
NEFOX vs. LGRCX — Risk / Return Rank
NEFOX
LGRCX
NEFOX vs. LGRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Funds Trust II Oakmark Fund (NEFOX) and Loomis Sayles Growth Fund Class C (LGRCX). 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.
| NEFOX | LGRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.53 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.98 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.13 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | -0.18 | +0.54 |
Martin ratioReturn relative to average drawdown | 1.32 | -0.53 | +1.85 |
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
| NEFOX | LGRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.53 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.45 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.69 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.48 | -0.12 |
Correlation
The correlation between NEFOX and LGRCX is 0.81, 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.
Dividends
NEFOX vs. LGRCX - Dividend Comparison
NEFOX's dividend yield for the trailing twelve months is around 7.32%, more than LGRCX's 3.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEFOX Natixis Funds Trust II Oakmark Fund | 7.32% | 7.14% | 6.85% | 3.62% | 17.00% | 7.02% | 9.21% | 9.34% | 10.83% | 4.19% | 3.66% | 4.01% |
LGRCX Loomis Sayles Growth Fund Class C | 3.51% | 3.10% | 7.70% | 8.01% | 21.28% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.36% | 0.00% |
Drawdowns
NEFOX vs. LGRCX - Drawdown Comparison
The maximum NEFOX drawdown since its inception was -62.35%, which is greater than LGRCX's maximum drawdown of -58.53%. Use the drawdown chart below to compare losses from any high point for NEFOX and LGRCX.
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Drawdown Indicators
| NEFOX | LGRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.35% | -58.53% | -3.82% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -18.16% | +4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -23.56% | -35.31% | +11.75% |
Max Drawdown (10Y)Largest decline over 10 years | -41.01% | -35.31% | -5.70% |
Current DrawdownCurrent decline from peak | -5.00% | -14.91% | +9.91% |
Average DrawdownAverage peak-to-trough decline | -12.52% | -11.13% | -1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.74% | 8.05% | -3.31% |
Volatility
NEFOX vs. LGRCX - Volatility Comparison
The current volatility for Natixis Funds Trust II Oakmark Fund (NEFOX) is 4.46%, while Loomis Sayles Growth Fund Class C (LGRCX) has a volatility of 6.48%. This indicates that NEFOX experiences smaller price fluctuations and is considered to be less risky than LGRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEFOX | LGRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 6.48% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 12.97% | -2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.90% | 25.32% | -4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 23.06% | -3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.88% | 21.10% | -0.22% |