NEFZX vs. MGC
Compare and contrast key facts about Loomis Sayles Strategic Income Fund (NEFZX) and Vanguard Mega Cap ETF (MGC).
NEFZX is managed by Natixis Funds. It was launched on Apr 30, 1995. MGC is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mega Cap Index. It was launched on Dec 17, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEFZX or MGC.
Correlation
The correlation between NEFZX and MGC is 0.58, 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.
Performance
NEFZX vs. MGC - Performance Comparison
Key characteristics
NEFZX:
2.34
MGC:
1.96
NEFZX:
3.41
MGC:
2.62
NEFZX:
1.45
MGC:
1.36
NEFZX:
1.21
MGC:
2.90
NEFZX:
9.96
MGC:
12.36
NEFZX:
1.06%
MGC:
2.13%
NEFZX:
4.51%
MGC:
13.41%
NEFZX:
-32.05%
MGC:
-52.20%
NEFZX:
-0.12%
MGC:
0.00%
Returns By Period
In the year-to-date period, NEFZX achieves a 1.63% return, which is significantly lower than MGC's 4.29% return. Over the past 10 years, NEFZX has underperformed MGC with an annualized return of 1.09%, while MGC has yielded a comparatively higher 13.99% annualized return.
NEFZX
1.63%
0.96%
3.58%
10.20%
1.14%
1.09%
MGC
4.29%
2.46%
11.48%
25.21%
15.26%
13.99%
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NEFZX vs. MGC - Expense Ratio Comparison
NEFZX has a 0.95% expense ratio, which is higher than MGC's 0.07% expense ratio.
Risk-Adjusted Performance
NEFZX vs. MGC — Risk-Adjusted Performance Rank
NEFZX
MGC
NEFZX vs. MGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Strategic Income Fund (NEFZX) and Vanguard Mega Cap ETF (MGC). 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
NEFZX vs. MGC - Dividend Comparison
NEFZX's dividend yield for the trailing twelve months is around 5.52%, more than MGC's 1.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEFZX Loomis Sayles Strategic Income Fund | 5.52% | 5.61% | 5.39% | 6.33% | 2.65% | 3.36% | 3.32% | 3.79% | 3.60% | 2.48% | 4.21% | 3.69% |
MGC Vanguard Mega Cap ETF | 1.10% | 1.15% | 1.35% | 1.65% | 1.17% | 1.45% | 1.81% | 2.10% | 1.82% | 2.14% | 2.11% | 1.81% |
Drawdowns
NEFZX vs. MGC - Drawdown Comparison
The maximum NEFZX drawdown since its inception was -32.05%, smaller than the maximum MGC drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for NEFZX and MGC. For additional features, visit the drawdowns tool.
Volatility
NEFZX vs. MGC - Volatility Comparison
The current volatility for Loomis Sayles Strategic Income Fund (NEFZX) is 1.04%, while Vanguard Mega Cap ETF (MGC) has a volatility of 3.44%. This indicates that NEFZX experiences smaller price fluctuations and is considered to be less risky than MGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.