Gotham Index Plus Fund (GINDX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GINDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GINDX
GINDX charges 1.15% annually. There are 344 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | GINDX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | GINDX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | GINDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | GINDX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | GINDX vs SSEYX |
Best Risk-Adjusted Alternatives to GINDX
GINDX has a PortfoliosLab risk / return rank of 57. There are 203 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | GINDX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | GINDX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | GINDX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | GINDX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | GINDX vs VPMAX |
Top Performing GINDX Alternatives (YTD)
GINDX is at 7.39% YTD. There are 328 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.55% | 17.20B | Dec 2004 | GINDX vs VPCCX | |
| Integrity ESG Growth & Income Fund | 25.50% | — | Jan 1995 | GINDX vs IGIAX | |
| PRIMECAP Odyssey Growth Fund | 25.47% | — | Nov 2004 | GINDX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.05% | — | Dec 2015 | GINDX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 22.83% | 92.00B | Nov 2001 | GINDX vs VPMAX |
Lowest Volatility Alternatives to GINDX
GINDX has 12.29% 1-year volatility. There are 95 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.24% | — | Mar 2021 | GINDX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | GINDX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | GINDX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | GINDX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | GINDX vs JEPIX |
Lowest Drawdown Alternatives to GINDX
GINDX has a 1-year max drawdown of -9.06%. There are 193 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | GINDX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | GINDX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | GINDX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | GINDX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | GINDX vs QUERX |
Other Mutual Funds from Gotham
The 6 most viewed Gotham mutual funds shown here include GARIX, GENIX, GSPFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gotham Absolute Return Fund | Long-Short | 86 | 10.48% | — | Aug 2012 | GINDX vs GARIX | |
| Gotham Enhanced Return Fund | Mid Cap Blend Equities | 82 | 13.16% | — | May 2013 | GINDX vs GENIX | |
| Gotham Enhanced S&P 500 Index Fund | Large Cap Blend Equities | 77 | 12.23% | — | Dec 2016 | GINDX vs GSPFX | |
| Gotham Total Return Fund | Long-Short | 72 | 8.33% | — | Mar 2015 | GINDX vs GTRFX | |
| Gotham Large Value Fund | Large Cap Value Equities | 61 | 10.95% | — | Dec 2015 | GINDX vs GVALX | |
| Gotham Neutral Fund Institutional Class | Equity Market Neutral | 5 | -0.80% | — | Aug 2013 | GINDX vs GONIX |
Often Compared With GINDX
Investors most often compare GINDX with AGTHX, SSAQX, ^GSPC. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare GINDX with Any Fund or Stock
Compare GINDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GINDX with funds that move differently
Gotham Index Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GINDX.
Explore GINDX Diversifiers