Correlation
The correlation between GAPAX and VFIAX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
GAPAX vs. VFIAX
Compare and contrast key facts about Goldman Sachs Dynamic Global Equity Fund Class A (GAPAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
GAPAX is managed by Goldman Sachs. It was launched on Jan 2, 1998. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GAPAX or VFIAX.
Performance
GAPAX vs. VFIAX - Performance Comparison
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Key characteristics
GAPAX:
0.64
VFIAX:
0.70
GAPAX:
0.90
VFIAX:
1.04
GAPAX:
1.13
VFIAX:
1.15
GAPAX:
0.59
VFIAX:
0.69
GAPAX:
2.48
VFIAX:
2.62
GAPAX:
4.36%
VFIAX:
4.92%
GAPAX:
19.09%
VFIAX:
19.79%
GAPAX:
-59.83%
VFIAX:
-55.20%
GAPAX:
-1.68%
VFIAX:
-3.43%
Returns By Period
In the year-to-date period, GAPAX achieves a 3.74% return, which is significantly higher than VFIAX's 1.04% return. Over the past 10 years, GAPAX has underperformed VFIAX with an annualized return of 8.62%, while VFIAX has yielded a comparatively higher 12.79% annualized return.
GAPAX
3.74%
5.97%
1.12%
12.09%
10.55%
12.47%
8.62%
VFIAX
1.04%
6.46%
-0.80%
13.73%
14.12%
15.89%
12.79%
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GAPAX vs. VFIAX - Expense Ratio Comparison
GAPAX has a 0.89% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
GAPAX vs. VFIAX — Risk-Adjusted Performance Rank
GAPAX
VFIAX
GAPAX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Dynamic Global Equity Fund Class A (GAPAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
GAPAX vs. VFIAX - Dividend Comparison
GAPAX's dividend yield for the trailing twelve months is around 8.52%, more than VFIAX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAPAX Goldman Sachs Dynamic Global Equity Fund Class A | 8.52% | 8.84% | 5.01% | 6.35% | 12.40% | 2.34% | 5.62% | 2.64% | 1.96% | 1.16% | 0.98% | 1.81% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.28% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GAPAX vs. VFIAX - Drawdown Comparison
The maximum GAPAX drawdown since its inception was -59.83%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for GAPAX and VFIAX.
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Volatility
GAPAX vs. VFIAX - Volatility Comparison
The current volatility for Goldman Sachs Dynamic Global Equity Fund Class A (GAPAX) is 3.79%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 4.77%. This indicates that GAPAX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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