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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%.


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.


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%.


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%.


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%.


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 GSGRX

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


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

Compare GSGRX with Any Fund or Stock

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


 

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