Goldman Sachs Equity Income Fund (GSGRX) belongs to the Large Cap Value Equities 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 283 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | GSGRX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | GSGRX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | GSGRX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | GSGRX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | GSGRX vs VVIAX |
Best Risk-Adjusted Alternatives to GSGRX
GSGRX has a PortfoliosLab risk / return rank of 83. There are 76 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | GSGRX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | GSGRX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | GSGRX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | GSGRX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | GSGRX vs AVLVX |
Top Performing GSGRX Alternatives (YTD)
GSGRX is at 13.98% YTD. There are 75 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | GSGRX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | GSGRX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | GSGRX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | GSGRX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | GSGRX vs NPRTX |
Lowest Volatility Alternatives to GSGRX
GSGRX has 10.41% 1-year volatility. There are 70 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | GSGRX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | GSGRX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | GSGRX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | GSGRX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | GSGRX vs TMMAX |
Lowest Drawdown Alternatives to GSGRX
GSGRX has a 1-year max drawdown of -5.48%. There are 14 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | GSGRX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | GSGRX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | GSGRX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | GSGRX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | GSGRX vs SVAIX |
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 GSGRX
Investors most often compare GSGRX with TWEIX, DQIRX, UPDDX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare GSGRX with Any Fund or Stock
Compare GSGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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