GuideMark Small/Mid Cap Core Fund (GMSMX) belongs to the Small 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 GMSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GMSMX
GMSMX charges 1.17% annually. There are 121 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | GMSMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | GMSMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | GMSMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | GMSMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | GMSMX vs VSMAX |
Best Risk-Adjusted Alternatives to GMSMX
GMSMX has a PortfoliosLab risk / return rank of 48. There are 99 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | GMSMX vs MOPIX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | GMSMX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | GMSMX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | GMSMX vs WWSIX | |
| Royce Micro Cap Series Fund | 89 | — | Dec 1991 | GMSMX vs RYOTX |
Top Performing GMSMX Alternatives (YTD)
GMSMX is at 15.53% YTD. There are 100 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | GMSMX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | GMSMX vs RIVSX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | GMSMX vs HDPSX | |
| Paradigm Micro-cap Fund | 31.03% | — | Dec 2007 | GMSMX vs PVIVX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | GMSMX vs MOPIX |
Lowest Volatility Alternatives to GMSMX
GMSMX has 17.07% 1-year volatility. There are 42 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.93%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.93% | — | Nov 1996 | GMSMX vs HFCGX | |
| DFA International Small Company Portfolio | 13.75% | — | Sep 1996 | GMSMX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | GMSMX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | GMSMX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | GMSMX vs BOSOX |
Lowest Drawdown Alternatives to GMSMX
GMSMX has a 1-year max drawdown of -9.22%. There are 40 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | GMSMX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | GMSMX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | GMSMX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | GMSMX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | GMSMX vs BIAUX |
Other Mutual Funds from GuideMark
The 7 most viewed GuideMark mutual funds shown here include GPTCX, GMLGX, GMWEX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GuidePath Conservative Allocation Fund | Diversified Portfolio | 61 | 5.33% | — | Apr 2011 | GMSMX vs GPTCX | |
| GuideMark Large Cap Core Fund | Large Cap Blend Equities | 44 | 7.49% | — | Jun 2001 | GMSMX vs GMLGX | |
| GuideMark World ex-US Fund | Foreign Large Cap Equities | 25 | 6.85% | — | Jun 2001 | GMSMX vs GMWEX | |
| GuideMark Emerging Markets Fund | Emerging Markets Diversified | 86 | 31.10% | — | Jun 2001 | GMSMX vs GMLVX | |
| GuidePath Growth Allocation Fund | Global Equities | 59 | 12.27% | — | Apr 2011 | GMSMX vs GPSTX | |
| GuidePath Tactical Allocation Fund | Tactical Allocation | 32 | 7.64% | — | Apr 2011 | GMSMX vs GPTUX | |
| GuideMark Core Fixed Income Fund | Intermediate Core Bond | 19 | -0.12% | — | Jun 2001 | GMSMX vs GMCOX |
Often Compared With GMSMX
Investors most often compare GMSMX with SSCDX, PRSVX, AUERX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare GMSMX with Any Fund or Stock
Compare GMSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GMSMX with funds that move differently
GuideMark Small/Mid Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GMSMX.
Explore GMSMX Diversifiers