Goldman Sachs Small Cap Value Fund (GSSMX) belongs to the Small 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 GSSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GSSMX
GSSMX charges 1.28% annually. There are 143 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | GSSMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | GSSMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | GSSMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | GSSMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | GSSMX vs VSMAX |
Best Risk-Adjusted Alternatives to GSSMX
GSSMX has a PortfoliosLab risk / return rank of 61. There are 78 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | GSSMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | GSSMX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | GSSMX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | GSSMX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | GSSMX vs GQSCX |
Top Performing GSSMX Alternatives (YTD)
GSSMX is at 20.43% YTD. There are 78 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | GSSMX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | GSSMX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | GSSMX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | GSSMX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | GSSMX vs FTMSX |
Lowest Volatility Alternatives to GSSMX
GSSMX has 18.10% 1-year volatility. There are 85 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | GSSMX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | GSSMX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | GSSMX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | GSSMX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | GSSMX vs BOSOX |
Lowest Drawdown Alternatives to GSSMX
GSSMX has a 1-year max drawdown of -10.73%. There are 102 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | GSSMX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | GSSMX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | GSSMX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | GSSMX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | GSSMX vs SSCDX |
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 GSSMX
Investors most often compare GSSMX with RLBGX, PRSVX, RGAGX. These 18 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare GSSMX with Any Fund or Stock
Compare GSSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GSSMX with funds that move differently
Goldman Sachs Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GSSMX.
Explore GSSMX Diversifiers