GSGRX Alternatives & Similar Mutual Funds

Goldman Sachs Equity Income Fund (GSGRX) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GSGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to GSGRX

GSGRX charges 1.20% annually. There are 66 mutual funds in the Dividend category with lower expense ratios, going as low as 0.07%.

Symbol	Name	Expense Ratio	AUM	Inception
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	0.07%	129.60B	Dec 2013	GSGRX vs VDADX
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	0.08%	96.20B	Feb 2019	GSGRX vs VHYAX
VIHAX	Vanguard International High Dividend Yield Index F...	0.16%	20.40B	Mar 2016	GSGRX vs VIHAX
VEIRX	Vanguard Equity Income Fund Admiral Shares	0.19%	65.40B	Aug 2001	GSGRX vs VEIRX
VDIGX	Vanguard Dividend Growth Fund	0.20%	35.70B	May 1992	GSGRX vs VDIGX

Best Risk-Adjusted Alternatives to GSGRX

GSGRX has a PortfoliosLab risk / return rank of 92. There are 4 mutual funds in the Dividend category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
VIHAX	Vanguard International High Dividend Yield Index F...	94	20.40B	Mar 2016	GSGRX vs VIHAX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	93	—	Mar 2005	GSGRX vs SVAAX
PMAIX	Pioneer Multi-Asset Income Fund A	92	—	Dec 2011	GSGRX vs PMAIX
PRFDX	T. Rowe Price Equity Income Fund	92	—	Oct 1985	GSGRX vs PRFDX
REAYX	Russell Investments Equity Income Fund	91	—	Mar 2000	GSGRX vs REAYX

Top Performing GSGRX Alternatives (YTD)

GSGRX is at 18.68% YTD. There is 1 mutual fund in the Dividend category with a higher YTD return, going as high as 21.19%.

Symbol	Name	YTD Return	AUM	Inception
TRDIX	Transamerica Sustainable Equity Income Fund	21.19%	—	Jan 2013	GSGRX vs TRDIX
EQIIX	Allspring Emerging Markets Equity Income Fund	17.89%	—	May 2012	GSGRX vs EQIIX
HFQAX	Janus Henderson Global Equity Income Fund	17.80%	—	Nov 2006	GSGRX vs HFQAX
EQNIX	MFS Equity Income Fund	17.74%	—	Sep 2012	GSGRX vs EQNIX
PRFDX	T. Rowe Price Equity Income Fund	17.73%	—	Oct 1985	GSGRX vs PRFDX

Lowest Volatility Alternatives to GSGRX

GSGRX has 10.42% 1-year volatility. There are 29 mutual funds in the Dividend category with lower 1-year volatility, going as low as 5.97%.

Symbol	Name	Volatility 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	5.97%	—	Dec 2011	GSGRX vs PMAIX
AMECX	American Funds The Income Fund of America Class A	7.40%	—	Dec 1973	GSGRX vs AMECX
CAIFX	American Funds Capital Income Builder Fund Class F...	8.19%	—	Jul 1987	GSGRX vs CAIFX
TWEIX	American Century Equity Income Fund	8.59%	6.45B	Aug 1994	GSGRX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.61%	—	Jul 1998	GSGRX vs ACIIX

Lowest Drawdown Alternatives to GSGRX

GSGRX has a 1-year max drawdown of -5.48%. There are 3 mutual funds in the Dividend category with shallower 1-year drawdowns, going as shallow as -4.07%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PMAIX	Pioneer Multi-Asset Income Fund A	-4.07%	—	Dec 2011	GSGRX vs PMAIX
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	-4.71%	—	Mar 2005	GSGRX vs SVAAX
PDT	John Hancock Premium Dividend Fund	-5.38%	—	Dec 1989	GSGRX vs PDT
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	-5.51%	—	Nov 2012	GSGRX vs CDDYX
LEIFX	Federated Hermes Equity Income Fund	-6.01%	—	Dec 1986	GSGRX vs LEIFX

Other Mutual Funds from Goldman Sachs

The 10 most viewed Goldman Sachs mutual funds shown here include GSIMX, GSINX, GCIIX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	61	8.14%	—	Dec 2016	GSGRX vs GSIMX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	61	8.09%	—	Dec 2016	GSGRX vs GSINX
GCIIX	Goldman Sachs International Equity Insights Fund	Foreign Large Cap Equities	79	13.87%	—	Aug 1997	GSGRX vs GCIIX
GICIX	Goldman Sachs International Small Cap Insights Fun...	Foreign Small & Mid Cap Equities	74	13.78%	—	Sep 2007	GSGRX vs GICIX
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	84	6.71%	—	Oct 1994	GSGRX vs GSBFX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	Large Cap Blend Equities	97	2.21%	—	Mar 2021	GSGRX vs SVPFX
GCGIX	Goldman Sachs Large Cap Growth Insights Fund	Large Cap Growth Equities	8	-3.20%	—	May 1997	GSGRX vs GCGIX
GSIFX	Goldman Sachs International Equity ESG Fund Class ...	Foreign Large Cap Equities, ESG	32	7.83%	—	Dec 1992	GSGRX vs GSIFX
GSPKX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Large Cap Blend Equities	77	10.37%	—	Aug 2005	GSGRX vs GSPKX
GGSIX	Goldman Sachs Growth Strategy Portfolio	Global Allocation	67	8.55%	—	Jan 1998	GSGRX vs GGSIX

Often Compared With GSGRX

Investors most often compare GSGRX with FLCOX, DQIRX, TMMAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FLCOX	Fidelity Large Cap Value Index Fund	Large Cap Value Equities	95	20.58%	13.00B	Jun 2016	GSGRX vs FLCOX
DQIRX	BNY Mellon Equity Income Fund	Dividend, Large Cap Value Equities	87	13.79%	—	Jul 2006	GSGRX vs DQIRX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Low Volatility	60	8.33%	—	Dec 2007	GSGRX vs TMMAX
BUFBX	Buffalo Flexible Income Fund	Large Cap Value Equities	87	14.30%	—	Aug 1994	GSGRX vs BUFBX
HFCVX	Hennessy Cornerstone Value Fund	Large Cap Value Equities	95	16.57%	—	Nov 1996	GSGRX vs HFCVX
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	Large Cap Value Equities	90	14.47%	—	Dec 2012	GSGRX vs FBLEX
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	94	15.85%	—	Mar 2005	GSGRX vs SVAIX
TORYX	Torray Equity Income Fund	Large Cap Value Equities	89	16.56%	—	Dec 1990	GSGRX vs TORYX
GSSRX	Goldman Sachs Short Duration Bond Fund	Short-Term Bond	83	0.69%	—	Feb 2012	GSGRX vs GSSRX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	93	29.09%	—	Nov 1935	GSGRX vs LEXCX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	91	12.42%	—	Feb 1992	GSGRX vs THPGX
ACTIX	Advisors Capital Tactical Fixed Income Fund	Large Cap Value Equities	12	-0.84%	—	Feb 2021	GSGRX vs ACTIX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	GSGRX vs UPDDX
VIVIX	Vanguard Value Index Fund Institutional Shares	Large Cap Value Equities	94	16.33%	—	Jul 1998	GSGRX vs VIVIX
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	89	24.36%	—	May 1997	GSGRX vs YAFFX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	39	20.05%	—	Jan 1984	GSGRX vs AVERX
RIDAX	The Income Fund of America Class R-1	Large Cap Value Equities	76	7.96%	—	Dec 1973	GSGRX vs RIDAX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	Large Cap Value Equities	95	20.60%	—	Dec 2017	GSGRX vs SWLVX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	94	20.09%	—	Oct 2002	GSGRX vs TILVX
FGIPX	Nomura Growth and Income Fund Institutional Class	Large Cap Value Equities	98	23.14%	—	Oct 1993	GSGRX vs FGIPX

Compare GSGRX with Any Fund or Stock

Compare GSGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair GSGRX with funds that move differently

Goldman Sachs Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GSGRX.

Explore GSGRX Diversifiers

Goldman Sachs Equity Income Fund (GSGRX) Alternatives