Goldman Sachs Small/Mid Cap Growth Fund (GSMYX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GSMYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GSMYX
GSMYX charges 0.89% annually. There are 66 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | GSMYX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | GSMYX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | GSMYX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | GSMYX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | GSMYX vs VMFGX |
Best Risk-Adjusted Alternatives to GSMYX
GSMYX has a PortfoliosLab risk / return rank of 41. There are 23 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 89 | 31.20B | Aug 1995 | GSMYX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 83 | — | Oct 2000 | GSMYX vs TAAGX | |
| Needham Growth Fund Institutional Class | 83 | — | Dec 2016 | GSMYX vs NEEIX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | GSMYX vs POAGX | |
| Needham Growth Fund | 82 | — | Jan 1996 | GSMYX vs NEEGX |
Top Performing GSMYX Alternatives (YTD)
GSMYX is at 20.35% YTD. There are 12 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.79% | — | Dec 2016 | GSMYX vs NEEIX | |
| Needham Growth Fund | 48.48% | — | Jan 1996 | GSMYX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 32.85% | — | Oct 2000 | GSMYX vs TAAGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 31.94% | — | May 2007 | GSMYX vs LSHAX | |
| PrimeCap Odyssey Aggressive Growth Fund | 26.33% | — | Nov 2004 | GSMYX vs POAGX |
Lowest Volatility Alternatives to GSMYX
GSMYX has 21.84% 1-year volatility. There are 127 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.74%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.74% | — | May 2021 | GSMYX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | GSMYX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | GSMYX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | GSMYX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | GSMYX vs VLIFX |
Lowest Drawdown Alternatives to GSMYX
GSMYX has a 1-year max drawdown of -12.56%. There are 57 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | GSMYX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | GSMYX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | GSMYX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | GSMYX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | GSMYX vs SECUX |
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 GSMYX
Investors most often compare GSMYX with EEOFX, GSSRX, WWNPX. These 10 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 38 | 17.28% | — | Sep 2017 | GSMYX vs EEOFX | |
| Goldman Sachs Short Duration Bond Fund | Short-Term Bond | 81 | 1.00% | — | Feb 2012 | GSMYX vs GSSRX | |
| Kinetics Paradigm Fund | Mid Cap Growth Equities | 4 | 20.63% | — | Dec 1999 | GSMYX vs WWNPX | |
| Fidelity Extended Market Index Fund | Mid Cap Blend Equities | 44 | 16.58% | — | — | GSMYX vs FSMAX | |
| Kinetics Market Opportunities Fund No Load Class | Mid Cap Growth Equities | 5 | 12.86% | — | Jan 2006 | GSMYX vs KMKNX | |
| Calamos Timpani SMID Growth Fund | Mid Cap Growth Equities | 70 | 25.95% | — | Jul 2019 | GSMYX vs CTIGX | |
| Goldman Sachs Rising Dividend Growth Fund | Large Cap Blend Equities, Dividend | 34 | 11.94% | — | Mar 2004 | GSMYX vs GSRAX | |
| Sparrow Growth Fund | Mid Cap Growth Equities | 10 | 2.65% | — | Oct 1998 | GSMYX vs SGFFX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 2 | 0.00% | — | — | GSMYX vs RIPIX | |
| Invesco Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 38 | 22.55% | — | Nov 2000 | GSMYX vs OEGYX |
Compare GSMYX with Any Fund or Stock
Compare GSMYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GSMYX with funds that move differently
Goldman Sachs Small/Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GSMYX.
Explore GSMYX Diversifiers