GSAGX vs. GCGIX
Compare and contrast key facts about Goldman Sachs China Equity Fund (GSAGX) and Goldman Sachs Large Cap Growth Insights Fund (GCGIX).
GSAGX is managed by Goldman Sachs. It was launched on Jul 7, 1994. GCGIX is managed by Goldman Sachs. It was launched on May 1, 1997.
Performance
GSAGX vs. GCGIX - Performance Comparison
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GSAGX vs. GCGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSAGX Goldman Sachs China Equity Fund | -4.85% | 32.36% | 13.00% | -18.78% | -30.71% | -14.26% | 48.21% | 26.22% | -18.45% | 51.62% |
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% |
Returns By Period
In the year-to-date period, GSAGX achieves a -4.85% return, which is significantly higher than GCGIX's -14.32% return. Over the past 10 years, GSAGX has underperformed GCGIX with an annualized return of 4.63%, while GCGIX has yielded a comparatively higher 15.72% annualized return.
GSAGX
- 1D
- 0.41%
- 1M
- -8.08%
- YTD
- -4.85%
- 6M
- -9.33%
- 1Y
- 13.18%
- 3Y*
- 4.82%
- 5Y*
- -6.70%
- 10Y*
- 4.63%
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%
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GSAGX vs. GCGIX - Expense Ratio Comparison
GSAGX has a 1.47% expense ratio, which is higher than GCGIX's 0.54% expense ratio.
Return for Risk
GSAGX vs. GCGIX — Risk / Return Rank
GSAGX
GCGIX
GSAGX vs. GCGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs China Equity Fund (GSAGX) 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.
| GSAGX | GCGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.54 | +0.12 |
Sortino ratioReturn per unit of downside risk | 0.97 | 0.94 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.13 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.49 | +0.33 |
Martin ratioReturn relative to average drawdown | 2.77 | 1.66 | +1.11 |
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
| GSAGX | GCGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.54 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.59 | -0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.73 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.43 | -0.29 |
Correlation
The correlation between GSAGX and GCGIX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
GSAGX vs. GCGIX - Dividend Comparison
GSAGX's dividend yield for the trailing twelve months is around 1.41%, less than GCGIX's 8.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSAGX Goldman Sachs China Equity Fund | 1.41% | 1.34% | 1.40% | 0.89% | 0.00% | 6.78% | 5.02% | 0.57% | 6.92% | 1.35% | 0.00% | 0.00% |
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% |
Drawdowns
GSAGX vs. GCGIX - Drawdown Comparison
The maximum GSAGX drawdown since its inception was -70.73%, which is greater than GCGIX's maximum drawdown of -65.78%. Use the drawdown chart below to compare losses from any high point for GSAGX and GCGIX.
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Drawdown Indicators
| GSAGX | GCGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.73% | -65.78% | -4.95% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -17.25% | +3.36% |
Max Drawdown (5Y)Largest decline over 5 years | -58.97% | -32.57% | -26.40% |
Max Drawdown (10Y)Largest decline over 10 years | -63.98% | -32.94% | -31.04% |
Current DrawdownCurrent decline from peak | -42.86% | -17.25% | -25.61% |
Average DrawdownAverage peak-to-trough decline | -28.55% | -20.92% | -7.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 5.06% | -0.45% |
Volatility
GSAGX vs. GCGIX - Volatility Comparison
Goldman Sachs China Equity Fund (GSAGX) has a higher volatility of 6.15% compared to Goldman Sachs Large Cap Growth Insights Fund (GCGIX) at 5.46%. This indicates that GSAGX's price experiences larger fluctuations and is considered to be riskier than GCGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSAGX | GCGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.15% | 5.46% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 11.96% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.72% | 22.89% | -3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.37% | 22.19% | +3.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.52% | 21.48% | +1.04% |