STSEX vs. GCGIX
Compare and contrast key facts about BlackRock Exchange Portfolio (STSEX) and Goldman Sachs Large Cap Growth Insights Fund (GCGIX).
STSEX is managed by Blackrock. It was launched on Dec 17, 1976. GCGIX is managed by Goldman Sachs. It was launched on May 1, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STSEX or GCGIX.
Correlation
The correlation between STSEX and GCGIX is 0.86, 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.
Performance
STSEX vs. GCGIX - Performance Comparison
Key characteristics
STSEX:
1.21
GCGIX:
0.77
STSEX:
1.65
GCGIX:
1.04
STSEX:
1.22
GCGIX:
1.17
STSEX:
1.90
GCGIX:
0.37
STSEX:
6.98
GCGIX:
2.71
STSEX:
1.87%
GCGIX:
5.96%
STSEX:
10.81%
GCGIX:
20.87%
STSEX:
-49.89%
GCGIX:
-68.37%
STSEX:
-1.27%
GCGIX:
-33.16%
Returns By Period
In the year-to-date period, STSEX achieves a 3.63% return, which is significantly higher than GCGIX's 2.12% return. Over the past 10 years, STSEX has outperformed GCGIX with an annualized return of 12.17%, while GCGIX has yielded a comparatively lower 4.33% annualized return.
STSEX
3.63%
0.44%
3.51%
12.70%
13.65%
12.17%
GCGIX
2.12%
0.52%
1.30%
17.66%
-0.28%
4.33%
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STSEX vs. GCGIX - Expense Ratio Comparison
STSEX has a 0.81% expense ratio, which is higher than GCGIX's 0.54% expense ratio.
Risk-Adjusted Performance
STSEX vs. GCGIX — Risk-Adjusted Performance Rank
STSEX
GCGIX
STSEX vs. GCGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Exchange Portfolio (STSEX) and Goldman Sachs Large Cap Growth Insights Fund (GCGIX). 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.
Dividends
STSEX vs. GCGIX - Dividend Comparison
STSEX's dividend yield for the trailing twelve months is around 0.89%, more than GCGIX's 0.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STSEX BlackRock Exchange Portfolio | 0.89% | 0.93% | 1.07% | 1.22% | 1.01% | 1.33% | 1.40% | 1.73% | 1.67% | 1.95% | 1.94% | 2.43% |
GCGIX Goldman Sachs Large Cap Growth Insights Fund | 0.05% | 0.05% | 0.08% | 0.48% | 0.22% | 0.27% | 0.69% | 0.76% | 0.59% | 0.76% | 0.87% | 0.96% |
Drawdowns
STSEX vs. GCGIX - Drawdown Comparison
The maximum STSEX drawdown since its inception was -49.89%, smaller than the maximum GCGIX drawdown of -68.37%. Use the drawdown chart below to compare losses from any high point for STSEX and GCGIX. For additional features, visit the drawdowns tool.
Volatility
STSEX vs. GCGIX - Volatility Comparison
The current volatility for BlackRock Exchange Portfolio (STSEX) is 2.62%, while Goldman Sachs Large Cap Growth Insights Fund (GCGIX) has a volatility of 5.03%. This indicates that STSEX experiences smaller price fluctuations and is considered to be less risky than GCGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.