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 Shares | 0.03% | 218.80B | May 1998 | GMVIX vs VMCIX | |
| 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 | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | GMVIX vs VEMPX |
Best Risk-Adjusted Alternatives to GMVIX
GMVIX has a PortfoliosLab risk / return rank of 45. There are 53 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | GMVIX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | GMVIX vs VSEQX | |
| Destinations Small-Mid Cap Equity Fund | 81 | — | Mar 2017 | GMVIX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 81 | — | Aug 2013 | GMVIX vs FZAMX | |
| Gotham Enhanced Return Fund | 81 | — | May 2013 | GMVIX vs GENIX |
Top Performing GMVIX Alternatives (YTD)
GMVIX is at 18.64% YTD. There are 30 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.08% | — | Jan 2005 | GMVIX vs PFSLX | |
| 13D Activist Fund | 31.93% | — | Dec 2011 | GMVIX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 31.25% | — | Aug 2015 | GMVIX vs FZFLX | |
| Hodges Fund | 28.60% | — | Oct 1992 | GMVIX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 25.16% | — | Aug 2013 | GMVIX vs FZAMX |
Lowest Volatility Alternatives to GMVIX
GMVIX has 18.91% 1-year volatility. There are 110 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | GMVIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | GMVIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.81% | — | — | GMVIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | GMVIX vs WAMFX | |
| Victory RS Investors Fund | 11.97% | — | 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 7 categories.
Often Compared With GMVIX
Investors most often compare GMVIX with STRGX, MASPX, ATGAX. These 12 comparison targets span 4 categories, based on PortfoliosLab usage data.
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