Goldman Sachs Mid Cap Value Fund (GSMCX) 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 GSMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GSMCX
GSMCX charges 0.84% annually. There are 53 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 | GSMCX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | GSMCX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | GSMCX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | GSMCX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | GSMCX vs VEMPX |
Best Risk-Adjusted Alternatives to GSMCX
GSMCX has a PortfoliosLab risk / return rank of 52. There are 41 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 | GSMCX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | GSMCX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | GSMCX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | GSMCX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | GSMCX vs FZAMX |
Top Performing GSMCX Alternatives (YTD)
GSMCX is at 16.64% YTD. There are 44 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | GSMCX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | GSMCX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | GSMCX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | GSMCX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | GSMCX vs FZAMX |
Lowest Volatility Alternatives to GSMCX
GSMCX has 14.77% 1-year volatility. There are 40 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 | GSMCX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | GSMCX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | GSMCX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | GSMCX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | GSMCX vs RSINX |
Lowest Drawdown Alternatives to GSMCX
GSMCX has a 1-year max drawdown of -9.17%. There are 57 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 | GSMCX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | GSMCX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | GSMCX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | GSMCX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | GSMCX 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 GSMCX
Investors most often compare GSMCX with VFIAX, MISIX, GSSRX. These 19 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare GSMCX with Any Fund or Stock
Compare GSMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GSMCX with funds that move differently
Goldman Sachs Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GSMCX.
Explore GSMCX Diversifiers