GIDGX vs. GSBFX
Compare and contrast key facts about Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX) and Goldman Sachs Income Builder Fund (GSBFX).
GIDGX is managed by Goldman Sachs. It was launched on Apr 29, 2008. GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994.
Performance
GIDGX vs. GSBFX - Performance Comparison
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GIDGX vs. GSBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GIDGX Goldman Sachs Enhanced Dividend Global Equity Portfolio | -0.77% | 15.74% | 20.59% | 17.92% | -12.75% | 18.46% | 8.41% | 19.97% | -8.26% | 15.18% |
GSBFX Goldman Sachs Income Builder Fund | 0.58% | 10.42% | 9.32% | 9.64% | -9.53% | 10.50% | 9.53% | 19.38% | -4.92% | 7.94% |
Returns By Period
In the year-to-date period, GIDGX achieves a -0.77% return, which is significantly lower than GSBFX's 0.58% return. Over the past 10 years, GIDGX has outperformed GSBFX with an annualized return of 9.89%, while GSBFX has yielded a comparatively lower 6.81% annualized return.
GIDGX
- 1D
- 2.51%
- 1M
- -4.19%
- YTD
- -0.77%
- 6M
- 2.10%
- 1Y
- 16.31%
- 3Y*
- 15.56%
- 5Y*
- 9.42%
- 10Y*
- 9.89%
GSBFX
- 1D
- 1.15%
- 1M
- -2.77%
- YTD
- 0.58%
- 6M
- 2.08%
- 1Y
- 10.14%
- 3Y*
- 9.25%
- 5Y*
- 5.29%
- 10Y*
- 6.81%
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GIDGX vs. GSBFX - Expense Ratio Comparison
GIDGX has a 0.17% expense ratio, which is lower than GSBFX's 0.79% expense ratio.
Return for Risk
GIDGX vs. GSBFX — Risk / Return Rank
GIDGX
GSBFX
GIDGX vs. GSBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX) and Goldman Sachs Income Builder Fund (GSBFX). 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.
| GIDGX | GSBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.39 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.90 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.55 | -0.18 |
Martin ratioReturn relative to average drawdown | 6.79 | 7.17 | -0.38 |
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
| GIDGX | GSBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.39 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.72 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.86 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.69 | -0.05 |
Correlation
The correlation between GIDGX and GSBFX is 0.89, 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
GIDGX vs. GSBFX - Dividend Comparison
GIDGX's dividend yield for the trailing twelve months is around 6.22%, more than GSBFX's 5.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GIDGX Goldman Sachs Enhanced Dividend Global Equity Portfolio | 6.22% | 5.92% | 12.06% | 4.32% | 8.89% | 8.41% | 1.99% | 4.85% | 5.67% | 3.35% | 2.97% | 3.21% |
GSBFX Goldman Sachs Income Builder Fund | 5.33% | 4.39% | 5.12% | 3.41% | 4.10% | 6.66% | 3.05% | 3.52% | 3.98% | 3.52% | 3.78% | 3.93% |
Drawdowns
GIDGX vs. GSBFX - Drawdown Comparison
The maximum GIDGX drawdown since its inception was -31.63%, smaller than the maximum GSBFX drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for GIDGX and GSBFX.
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Drawdown Indicators
| GIDGX | GSBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.63% | -37.04% | +5.41% |
Max Drawdown (1Y)Largest decline over 1 year | -10.90% | -6.41% | -4.49% |
Max Drawdown (5Y)Largest decline over 5 years | -20.39% | -15.94% | -4.45% |
Max Drawdown (10Y)Largest decline over 10 years | -31.63% | -23.42% | -8.21% |
Current DrawdownCurrent decline from peak | -4.81% | -3.16% | -1.65% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -4.20% | +0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.38% | +0.82% |
Volatility
GIDGX vs. GSBFX - Volatility Comparison
Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX) has a higher volatility of 5.00% compared to Goldman Sachs Income Builder Fund (GSBFX) at 2.71%. This indicates that GIDGX's price experiences larger fluctuations and is considered to be riskier than GSBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GIDGX | GSBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 2.71% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.79% | 4.17% | +3.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.14% | 7.54% | +5.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.96% | 7.38% | +5.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.16% | 7.97% | +6.19% |