GCGIX vs. GSITX
Compare and contrast key facts about Goldman Sachs Large Cap Growth Insights Fund (GCGIX) and Goldman Sachs Small Cap Value Insights Fund (GSITX).
GCGIX is managed by Goldman Sachs. It was launched on May 1, 1997. GSITX is managed by Goldman Sachs. It was launched on Jun 25, 2007.
Performance
GCGIX vs. GSITX - Performance Comparison
Loading graphics...
GCGIX vs. GSITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GCGIX Goldman Sachs Large Cap Growth Insights Fund | -14.32% | 15.51% | 53.44% | 37.56% | -29.62% | 29.10% | 32.21% | 29.70% | -4.58% | 29.75% |
GSITX Goldman Sachs Small Cap Value Insights Fund | 2.77% | 12.95% | 29.64% | 17.50% | -13.56% | 33.22% | 0.32% | 23.52% | -10.69% | 7.49% |
Returns By Period
In the year-to-date period, GCGIX achieves a -14.32% return, which is significantly lower than GSITX's 2.77% return. Over the past 10 years, GCGIX has outperformed GSITX with an annualized return of 15.72%, while GSITX has yielded a comparatively lower 11.96% annualized return.
GCGIX
- 1D
- -0.41%
- 1M
- -8.68%
- YTD
- -14.32%
- 6M
- -13.58%
- 1Y
- 12.16%
- 3Y*
- 22.25%
- 5Y*
- 13.07%
- 10Y*
- 15.72%
GSITX
- 1D
- -1.05%
- 1M
- -6.87%
- YTD
- 2.77%
- 6M
- 6.77%
- 1Y
- 27.20%
- 3Y*
- 20.47%
- 5Y*
- 11.02%
- 10Y*
- 11.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GCGIX vs. GSITX - Expense Ratio Comparison
GCGIX has a 0.54% expense ratio, which is lower than GSITX's 0.84% expense ratio.
Return for Risk
GCGIX vs. GSITX — Risk / Return Rank
GCGIX
GSITX
GCGIX vs. GSITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Large Cap Growth Insights Fund (GCGIX) and Goldman Sachs Small Cap Value Insights Fund (GSITX). 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.
| GCGIX | GSITX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 1.21 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.78 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.65 | -1.16 |
Martin ratioReturn relative to average drawdown | 1.66 | 6.48 | -4.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GCGIX | GSITX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 1.21 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.49 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.50 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.36 | +0.07 |
Correlation
The correlation between GCGIX and GSITX is 0.75, 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.
Dividends
GCGIX vs. GSITX - Dividend Comparison
GCGIX's dividend yield for the trailing twelve months is around 8.75%, more than GSITX's 4.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCGIX Goldman Sachs Large Cap Growth Insights Fund | 8.75% | 7.50% | 23.16% | 7.08% | 19.27% | 42.43% | 9.71% | 4.02% | 10.10% | 4.76% | 0.76% | 0.87% |
GSITX Goldman Sachs Small Cap Value Insights Fund | 4.71% | 4.84% | 30.83% | 1.37% | 2.63% | 26.49% | 0.72% | 0.71% | 9.14% | 9.11% | 3.55% | 5.63% |
Drawdowns
GCGIX vs. GSITX - Drawdown Comparison
The maximum GCGIX drawdown since its inception was -65.78%, which is greater than GSITX's maximum drawdown of -56.37%. Use the drawdown chart below to compare losses from any high point for GCGIX and GSITX.
Loading graphics...
Drawdown Indicators
| GCGIX | GSITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.78% | -56.37% | -9.41% |
Max Drawdown (1Y)Largest decline over 1 year | -17.25% | -13.80% | -3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -32.57% | -24.88% | -7.69% |
Max Drawdown (10Y)Largest decline over 10 years | -32.94% | -47.17% | +14.23% |
Current DrawdownCurrent decline from peak | -17.25% | -8.36% | -8.89% |
Average DrawdownAverage peak-to-trough decline | -20.92% | -8.92% | -12.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 3.69% | +1.37% |
Volatility
GCGIX vs. GSITX - Volatility Comparison
The current volatility for Goldman Sachs Large Cap Growth Insights Fund (GCGIX) is 5.46%, while Goldman Sachs Small Cap Value Insights Fund (GSITX) has a volatility of 5.88%. This indicates that GCGIX experiences smaller price fluctuations and is considered to be less risky than GSITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| GCGIX | GSITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 5.88% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 11.96% | 13.25% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.89% | 22.42% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.19% | 22.75% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.48% | 24.09% | -2.61% |