Goldman Sachs Small/Mid Cap Value Fund (GMVIX) belongs to the Mid 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 GMVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GMVIX
GMVIX charges 0.95% annually. There are 67 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | GMVIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | GMVIX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | GMVIX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | GMVIX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | GMVIX vs VMCIX |
Best Risk-Adjusted Alternatives to GMVIX
GMVIX has a PortfoliosLab risk / return rank of 53. There are 44 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | GMVIX vs PFSLX | |
| Vanguard Strategic Equity Fund | 82 | 11.50B | Aug 1995 | GMVIX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 82 | — | Aug 2013 | GMVIX vs FZAMX | |
| Destinations Small-Mid Cap Equity Fund | 81 | — | Mar 2017 | GMVIX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class I | 81 | — | Aug 2004 | GMVIX vs FIIMX |
Top Performing GMVIX Alternatives (YTD)
GMVIX is at 20.58% YTD. There are 23 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 45.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 45.46% | — | Jan 2005 | GMVIX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 35.27% | — | Aug 2015 | GMVIX vs FZFLX | |
| Hodges Fund | 32.70% | — | Oct 1992 | GMVIX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | GMVIX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.16% | — | Aug 2013 | GMVIX vs FZAMX |
Lowest Volatility Alternatives to GMVIX
GMVIX has 18.56% 1-year volatility. There are 108 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.81% | — | Dec 2002 | GMVIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.80% | — | Jul 1999 | GMVIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.90% | — | — | GMVIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.02% | — | Aug 2011 | GMVIX vs WAMFX | |
| Victory RS Investors Fund | 12.09% | — | Nov 2005 | GMVIX vs RSINX |
Lowest Drawdown Alternatives to GMVIX
GMVIX has a 1-year max drawdown of -10.16%. There are 80 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | GMVIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | GMVIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | GMVIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | GMVIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | GMVIX vs DNLDX |
Other Mutual Funds from Goldman Sachs
The 10 most viewed Goldman Sachs mutual funds shown here include GSIMX, GSINX, GCIIX and span 8 categories.
Often Compared With GMVIX
Investors most often compare GMVIX with STRGX, MASPX, QCGDX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 55 | 20.07% | — | Sep 1972 | GMVIX vs STRGX | |
| BlackRock Advantage SMID Cap Fund, Inc. | Mid Cap Blend Equities | 77 | 23.09% | — | May 1978 | GMVIX vs MASPX | |
| Quantified Common Ground Fund | Mid Cap Blend Equities | 53 | 16.91% | — | Dec 2019 | GMVIX vs QCGDX | |
| Aquila Opportunity Growth Fund | Mid Cap Blend Equities | — | — | — | Jul 1994 | GMVIX vs ATGAX | |
| Gabelli Value 25 Fund | Mid Cap Blend Equities | 68 | 8.69% | — | Sep 1989 | GMVIX vs GABVX | |
| The Texas Fund | Mid Cap Blend Equities | 62 | 22.14% | — | Sep 2013 | GMVIX vs BIGTX | |
| Tarkio Fund | Mid Cap Blend Equities | 68 | 23.04% | — | Jun 2011 | GMVIX vs TARKX | |
| Vanguard Extended Market Index Fund Institutional ... | Mid Cap Blend Equities | 47 | 15.71% | 93.70B | Jan 2011 | GMVIX vs VEMPX | |
| Goldman Sachs Short Duration Bond Fund | Short-Term Bond | 72 | 0.72% | — | Feb 2012 | GMVIX vs GSSRX | |
| Fidelity Advisor Mid Cap II Fund Class A | Mid Cap Blend Equities | 80 | 24.94% | — | Aug 2004 | GMVIX vs FIIAX |
Compare GMVIX with Any Fund or Stock
Compare GMVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GMVIX with funds that move differently
Goldman Sachs Small/Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GMVIX.
Explore GMVIX Diversifiers