GCSIX vs. WESCX
Compare and contrast key facts about Goldman Sachs Small Cap Equity Insights Fund (GCSIX) and TETON Westwood SmallCap Equity Fund (WESCX).
GCSIX is managed by Goldman Sachs. It was launched on Aug 15, 1997. WESCX is managed by Teton Westwood. It was launched on Apr 15, 1997.
Performance
GCSIX vs. WESCX - Performance Comparison
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GCSIX vs. WESCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GCSIX Goldman Sachs Small Cap Equity Insights Fund | -0.86% | 15.66% | 33.50% | 19.76% | -19.98% | 23.56% | 6.95% | 25.43% | -8.82% | 11.82% |
WESCX TETON Westwood SmallCap Equity Fund | 6.21% | 17.26% | 15.48% | 12.61% | -12.48% | 29.72% | 10.93% | 28.43% | -13.71% | 15.82% |
Returns By Period
In the year-to-date period, GCSIX achieves a -0.86% return, which is significantly lower than WESCX's 6.21% return. Over the past 10 years, GCSIX has underperformed WESCX with an annualized return of 11.71%, while WESCX has yielded a comparatively higher 13.08% annualized return.
GCSIX
- 1D
- -1.57%
- 1M
- -8.84%
- YTD
- -0.86%
- 6M
- 2.20%
- 1Y
- 27.17%
- 3Y*
- 20.81%
- 5Y*
- 9.64%
- 10Y*
- 11.71%
WESCX
- 1D
- -1.64%
- 1M
- -8.28%
- YTD
- 6.21%
- 6M
- 15.03%
- 1Y
- 37.79%
- 3Y*
- 17.04%
- 5Y*
- 9.06%
- 10Y*
- 13.08%
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GCSIX vs. WESCX - Expense Ratio Comparison
GCSIX has a 0.84% expense ratio, which is lower than WESCX's 1.25% expense ratio.
Return for Risk
GCSIX vs. WESCX — Risk / Return Rank
GCSIX
WESCX
GCSIX vs. WESCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Small Cap Equity Insights Fund (GCSIX) and TETON Westwood SmallCap Equity Fund (WESCX). 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.
| GCSIX | WESCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.53 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.12 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 2.32 | -0.74 |
Martin ratioReturn relative to average drawdown | 6.31 | 8.83 | -2.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GCSIX | WESCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.53 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.42 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.55 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.32 | +0.01 |
Correlation
The correlation between GCSIX and WESCX is 0.94, 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
GCSIX vs. WESCX - Dividend Comparison
GCSIX's dividend yield for the trailing twelve months is around 10.63%, more than WESCX's 7.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCSIX Goldman Sachs Small Cap Equity Insights Fund | 10.63% | 10.54% | 25.02% | 0.75% | 0.87% | 30.90% | 0.50% | 0.54% | 6.50% | 0.27% | 0.60% | 0.58% |
WESCX TETON Westwood SmallCap Equity Fund | 7.06% | 7.50% | 27.81% | 2.81% | 1.60% | 5.60% | 0.01% | 4.66% | 14.77% | 9.13% | 9.32% | 18.92% |
Drawdowns
GCSIX vs. WESCX - Drawdown Comparison
The maximum GCSIX drawdown since its inception was -63.23%, smaller than the maximum WESCX drawdown of -70.60%. Use the drawdown chart below to compare losses from any high point for GCSIX and WESCX.
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Drawdown Indicators
| GCSIX | WESCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.23% | -70.60% | +7.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.74% | -14.72% | +0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -30.97% | -26.22% | -4.75% |
Max Drawdown (10Y)Largest decline over 10 years | -45.08% | -45.13% | +0.05% |
Current DrawdownCurrent decline from peak | -10.06% | -10.19% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -11.47% | -20.27% | +8.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 3.86% | -0.21% |
Volatility
GCSIX vs. WESCX - Volatility Comparison
The current volatility for Goldman Sachs Small Cap Equity Insights Fund (GCSIX) is 6.60%, while TETON Westwood SmallCap Equity Fund (WESCX) has a volatility of 7.22%. This indicates that GCSIX experiences smaller price fluctuations and is considered to be less risky than WESCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GCSIX | WESCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 7.22% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 14.41% | 14.05% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.64% | 24.90% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.04% | 21.65% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.71% | 23.65% | +0.06% |