GGOIX vs. SMCWX
Compare and contrast key facts about Goldman Sachs Mid Cap Growth Fund (GGOIX) and American Funds SMALLCAP World Fund Class A (SMCWX).
GGOIX is managed by Goldman Sachs. It was launched on May 24, 1999. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
GGOIX vs. SMCWX - Performance Comparison
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GGOIX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GGOIX Goldman Sachs Mid Cap Growth Fund | -3.13% | 7.55% | 31.58% | 19.20% | -26.37% | 11.40% | 44.78% | 34.92% | -5.04% | 27.13% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, GGOIX achieves a -3.13% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, GGOIX has outperformed SMCWX with an annualized return of 12.39%, while SMCWX has yielded a comparatively lower 9.04% annualized return.
GGOIX
- 1D
- 3.84%
- 1M
- -7.19%
- YTD
- -3.13%
- 6M
- -5.40%
- 1Y
- 13.71%
- 3Y*
- 15.34%
- 5Y*
- 5.72%
- 10Y*
- 12.39%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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GGOIX vs. SMCWX - Expense Ratio Comparison
GGOIX has a 0.90% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
GGOIX vs. SMCWX — Risk / Return Rank
GGOIX
SMCWX
GGOIX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Mid Cap Growth Fund (GGOIX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.
| GGOIX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.17 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.72 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.66 | -0.72 |
Martin ratioReturn relative to average drawdown | 3.51 | 6.37 | -2.86 |
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
| GGOIX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.17 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.01 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.51 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.57 | -0.14 |
Correlation
The correlation between GGOIX and SMCWX is 0.88, 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
GGOIX vs. SMCWX - Dividend Comparison
GGOIX's dividend yield for the trailing twelve months is around 14.38%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GGOIX Goldman Sachs Mid Cap Growth Fund | 14.38% | 13.93% | 18.08% | 0.00% | 6.22% | 13.58% | 17.16% | 26.17% | 32.56% | 18.47% | 2.38% | 11.98% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
GGOIX vs. SMCWX - Drawdown Comparison
The maximum GGOIX drawdown since its inception was -54.80%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for GGOIX and SMCWX.
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Drawdown Indicators
| GGOIX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.80% | -62.46% | +7.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.97% | -11.83% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -38.94% | -39.79% | +0.85% |
Max Drawdown (10Y)Largest decline over 10 years | -38.94% | -39.79% | +0.85% |
Current DrawdownCurrent decline from peak | -8.33% | -10.12% | +1.79% |
Average DrawdownAverage peak-to-trough decline | -9.85% | -14.98% | +5.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 3.08% | +0.39% |
Volatility
GGOIX vs. SMCWX - Volatility Comparison
Goldman Sachs Mid Cap Growth Fund (GGOIX) has a higher volatility of 8.03% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 7.62%. This indicates that GGOIX's price experiences larger fluctuations and is considered to be riskier than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GGOIX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.03% | 7.62% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 11.82% | +2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 17.93% | +4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.91% | 18.05% | +4.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.90% | 17.76% | +7.14% |