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 144 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% | 188.20B | 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% | 7.55B | May 1997 | GSSMX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | GSSMX vs VTMSX |
Best Risk-Adjusted Alternatives to GSSMX
GSSMX has a PortfoliosLab risk / return rank of 79. There are 52 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | GSSMX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | GSSMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | GSSMX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | GSSMX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | GSSMX vs AUERX |
Top Performing GSSMX Alternatives (YTD)
GSSMX is at 20.43% YTD. There are 50 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | GSSMX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | GSSMX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | GSSMX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | GSSMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | GSSMX vs WESCX |
Lowest Volatility Alternatives to GSSMX
GSSMX has 17.98% 1-year volatility. There are 86 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | GSSMX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | GSSMX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | GSSMX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | GSSMX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | GSSMX vs FTHNX |
Lowest Drawdown Alternatives to GSSMX
GSSMX has a 1-year max drawdown of -10.73%. There are 104 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% | 3.10B | Apr 2006 | GSSMX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | GSSMX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | GSSMX vs BIAUX |
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, ECAT. These 20 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