Glenmede Small Cap Equity Portfolio (GTCSX) 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 GTCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GTCSX
GTCSX charges 0.92% annually. There are 75 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 | GTCSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | GTCSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | GTCSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | GTCSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | GTCSX vs VSMAX |
Best Risk-Adjusted Alternatives to GTCSX
GTCSX has a PortfoliosLab risk / return rank of 29. There are 149 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | GTCSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | GTCSX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | GTCSX vs MOPIX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | GTCSX vs RIVSX | |
| Royce Micro Cap Series Fund | 88 | — | Dec 1991 | GTCSX vs RYOTX |
Top Performing GTCSX Alternatives (YTD)
GTCSX is at 11.71% YTD. There are 154 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 38.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | GTCSX vs RYOTX | |
| Paradigm Micro-cap Fund | 34.26% | — | Dec 2007 | GTCSX vs PVIVX | |
| River Oak Discovery Fund | 33.44% | — | Jun 2005 | GTCSX vs RIVSX | |
| Hodges Small Cap Fund | 32.31% | — | Dec 2007 | GTCSX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | GTCSX vs WWSIX |
Lowest Volatility Alternatives to GTCSX
GTCSX has 18.06% 1-year volatility. There are 78 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.57% | — | Nov 1996 | GTCSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.23% | — | Sep 1996 | GTCSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.67% | — | Feb 2017 | GTCSX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | GTCSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | GTCSX vs BOSOX |
Lowest Drawdown Alternatives to GTCSX
GTCSX has a 1-year max drawdown of -11.13%. There are 128 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 | GTCSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | GTCSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | GTCSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | GTCSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | GTCSX vs SSCDX |
Other Mutual Funds from Glenmede
The 10 most viewed Glenmede mutual funds shown here include GTLLX, GTLOX, GTSOX and span 8 categories.
Often Compared With GTCSX
Investors most often compare GTCSX with SGOV, VB, GEQIX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare GTCSX with Any Fund or Stock
Compare GTCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GTCSX with funds that move differently
Glenmede Small Cap Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GTCSX.
Explore GTCSX Diversifiers