NEFSX vs. LGRCX
Compare and contrast key facts about Natixis Funds Trust I U.S. Equity Opportunities Fund (NEFSX) and Loomis Sayles Growth Fund Class C (LGRCX).
NEFSX is managed by Natixis. It was launched on Jul 7, 1994. LGRCX is managed by Natixis. It was launched on Feb 1, 2013.
Performance
NEFSX vs. LGRCX - Performance Comparison
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NEFSX vs. LGRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEFSX Natixis Funds Trust I U.S. Equity Opportunities Fund | -9.40% | 17.23% | 25.79% | 37.13% | -21.15% | 23.21% | 22.12% | 31.08% | -6.67% | 26.28% |
LGRCX Loomis Sayles Growth Fund Class C | -15.04% | 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, NEFSX achieves a -9.40% return, which is significantly higher than LGRCX's -15.04% return. Both investments have delivered pretty close results over the past 10 years, with NEFSX having a 14.19% annualized return and LGRCX not far behind at 13.85%.
NEFSX
- 1D
- 0.19%
- 1M
- -7.24%
- YTD
- -9.40%
- 6M
- -7.38%
- 1Y
- 9.45%
- 3Y*
- 17.64%
- 5Y*
- 10.37%
- 10Y*
- 14.19%
LGRCX
- 1D
- 0.20%
- 1M
- -9.41%
- YTD
- -15.04%
- 6M
- -15.02%
- 1Y
- 6.93%
- 3Y*
- 16.61%
- 5Y*
- 9.42%
- 10Y*
- 13.85%
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NEFSX vs. LGRCX - Expense Ratio Comparison
NEFSX has a 1.14% expense ratio, which is lower than LGRCX's 1.65% expense ratio.
Return for Risk
NEFSX vs. LGRCX — Risk / Return Rank
NEFSX
LGRCX
NEFSX vs. LGRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Funds Trust I U.S. Equity Opportunities Fund (NEFSX) 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.
| NEFSX | LGRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.20 | +0.25 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.50 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.06 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | -0.24 | +0.36 |
Martin ratioReturn relative to average drawdown | 0.44 | -0.71 | +1.15 |
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
| NEFSX | LGRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.20 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.43 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.67 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.47 | +0.11 |
Correlation
The correlation between NEFSX and LGRCX is 0.93, 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
NEFSX vs. LGRCX - Dividend Comparison
NEFSX's dividend yield for the trailing twelve months is around 6.54%, more than LGRCX's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEFSX Natixis Funds Trust I U.S. Equity Opportunities Fund | 6.54% | 5.92% | 6.38% | 8.13% | 18.10% | 11.12% | 13.07% | 10.85% | 11.18% | 3.55% | 1.88% | 5.09% |
LGRCX Loomis Sayles Growth Fund Class C | 3.64% | 3.10% | 7.70% | 8.01% | 21.28% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.36% | 0.00% |
Drawdowns
NEFSX vs. LGRCX - Drawdown Comparison
The maximum NEFSX drawdown since its inception was -55.83%, roughly equal to the maximum LGRCX drawdown of -58.53%. Use the drawdown chart below to compare losses from any high point for NEFSX and LGRCX.
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Drawdown Indicators
| NEFSX | LGRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.83% | -58.53% | +2.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.85% | -18.16% | +5.31% |
Max Drawdown (5Y)Largest decline over 5 years | -30.08% | -35.31% | +5.23% |
Max Drawdown (10Y)Largest decline over 10 years | -32.27% | -35.31% | +3.04% |
Current DrawdownCurrent decline from peak | -11.04% | -17.99% | +6.95% |
Average DrawdownAverage peak-to-trough decline | -11.79% | -11.13% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 8.00% | -2.44% |
Volatility
NEFSX vs. LGRCX - Volatility Comparison
The current volatility for Natixis Funds Trust I U.S. Equity Opportunities Fund (NEFSX) is 4.10%, while Loomis Sayles Growth Fund Class C (LGRCX) has a volatility of 5.24%. This indicates that NEFSX 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
| NEFSX | LGRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 5.24% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 12.41% | -2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 25.05% | -3.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 23.00% | -3.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.70% | 21.07% | -1.37% |