GuideMark Small/Mid Cap Core Fund (GMSMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GMSMX
GMSMX charges 1.17% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among GMSMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | GMSMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | GMSMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | GMSMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | GMSMX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | GMSMX vs TISBX |
Best Risk-Adjusted Alternatives to GMSMX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | GMSMX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | GMSMX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | GMSMX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | GMSMX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | GMSMX vs PRSVX |
Top Performing GMSMX Alternatives (YTD)
GMSMX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | GMSMX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | GMSMX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | GMSMX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | GMSMX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | GMSMX vs RIVSX |
Lowest Volatility Alternatives to GMSMX
GMSMX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | GMSMX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | GMSMX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | GMSMX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | GMSMX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | GMSMX vs CSMDX |
Lowest Drawdown Alternatives to GMSMX
GMSMX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | GMSMX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | GMSMX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | GMSMX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | GMSMX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | GMSMX vs BOSOX |
Other Mutual Funds from GuideMark
Most popular GuideMark mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| GuideMark World ex-US Fund | Foreign Large Cap Equities | 73 | -1.98% | Jun 29, 2001 | GMSMX vs GMWEX | |
| GuideMark Large Cap Core Fund | Large Cap Blend Equities | 30 | -7.74% | Jun 29, 2001 | GMSMX vs GMLGX | |
| GuideMark Emerging Markets Fund | Emerging Markets Diversified | 79 | 0.49% | Jun 28, 2001 | GMSMX vs GMLVX | |
| GuidePath Conservative Allocation Fund | Diversified Portfolio | 67 | -1.42% | Apr 28, 2011 | GMSMX vs GPTCX | |
| GuidePath Growth Allocation Fund | Global Equities | 51 | -6.18% | Apr 28, 2011 | GMSMX vs GPSTX | |
| GuideMark Core Fixed Income Fund | Intermediate Core Bond | 39 | -0.60% | Jun 29, 2001 | GMSMX vs GMCOX | |
| GuidePath Tactical Allocation Fund | Tactical Allocation | 15 | -5.52% | Apr 28, 2011 | GMSMX vs GPTUX |
Often Compared With GMSMX
What investors most often compare with GMSMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 69 | 3.52% | Mar 31, 2015 | GMSMX vs SSCDX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 37 | -1.21% | Nov 13, 2000 | GMSMX vs VSMAX |
Compare GMSMX with Any Fund or Stock
Compare GMSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.