GSBFX vs. GIDGX
Compare and contrast key facts about Goldman Sachs Income Builder Fund (GSBFX) and Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX).
GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994. GIDGX is managed by Goldman Sachs. It was launched on Apr 29, 2008.
Performance
GSBFX vs. GIDGX - Performance Comparison
Loading graphics...
GSBFX vs. GIDGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | -0.56% | 10.42% | 9.32% | 9.64% | -9.53% | 10.50% | 9.53% | 19.38% | -4.92% | 7.94% |
GIDGX Goldman Sachs Enhanced Dividend Global Equity Portfolio | -3.20% | 15.74% | 20.59% | 17.92% | -12.75% | 18.46% | 8.41% | 19.97% | -8.26% | 15.18% |
Returns By Period
In the year-to-date period, GSBFX achieves a -0.56% return, which is significantly higher than GIDGX's -3.20% return. Over the past 10 years, GSBFX has underperformed GIDGX with an annualized return of 6.69%, while GIDGX has yielded a comparatively higher 9.62% annualized return.
GSBFX
- 1D
- 0.20%
- 1M
- -4.25%
- YTD
- -0.56%
- 6M
- 1.15%
- 1Y
- 9.11%
- 3Y*
- 8.84%
- 5Y*
- 5.15%
- 10Y*
- 6.69%
GIDGX
- 1D
- -0.24%
- 1M
- -6.60%
- YTD
- -3.20%
- 6M
- -0.07%
- 1Y
- 13.80%
- 3Y*
- 14.61%
- 5Y*
- 9.07%
- 10Y*
- 9.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GSBFX vs. GIDGX - Expense Ratio Comparison
GSBFX has a 0.79% expense ratio, which is higher than GIDGX's 0.17% expense ratio.
Return for Risk
GSBFX vs. GIDGX — Risk / Return Rank
GSBFX
GIDGX
GSBFX vs. GIDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Income Builder Fund (GSBFX) and Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX). 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.
| GSBFX | GIDGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.09 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.49 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.24 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.04 | +0.27 |
Martin ratioReturn relative to average drawdown | 6.14 | 5.17 | +0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| GSBFX | GIDGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.09 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.71 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.68 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.63 | +0.06 |
Correlation
The correlation between GSBFX and GIDGX 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
GSBFX vs. GIDGX - Dividend Comparison
GSBFX's dividend yield for the trailing twelve months is around 5.39%, less than GIDGX's 6.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 5.39% | 4.39% | 5.12% | 3.41% | 4.10% | 6.66% | 3.05% | 3.52% | 3.98% | 3.52% | 3.78% | 3.93% |
GIDGX Goldman Sachs Enhanced Dividend Global Equity Portfolio | 6.38% | 5.92% | 12.06% | 4.32% | 8.89% | 8.41% | 1.99% | 4.85% | 5.67% | 3.35% | 2.97% | 3.21% |
Drawdowns
GSBFX vs. GIDGX - Drawdown Comparison
The maximum GSBFX drawdown since its inception was -37.04%, which is greater than GIDGX's maximum drawdown of -31.63%. Use the drawdown chart below to compare losses from any high point for GSBFX and GIDGX.
Loading graphics...
Drawdown Indicators
| GSBFX | GIDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.04% | -31.63% | -5.41% |
Max Drawdown (1Y)Largest decline over 1 year | -6.41% | -10.90% | +4.49% |
Max Drawdown (5Y)Largest decline over 5 years | -15.94% | -20.39% | +4.45% |
Max Drawdown (10Y)Largest decline over 10 years | -23.42% | -31.63% | +8.21% |
Current DrawdownCurrent decline from peak | -4.25% | -7.14% | +2.89% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -3.90% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.37% | 2.31% | -0.94% |
Volatility
GSBFX vs. GIDGX - Volatility Comparison
The current volatility for Goldman Sachs Income Builder Fund (GSBFX) is 2.36%, while Goldman Sachs Enhanced Dividend Global Equity Portfolio (GIDGX) has a volatility of 4.14%. This indicates that GSBFX experiences smaller price fluctuations and is considered to be less risky than GIDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| GSBFX | GIDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.36% | 4.14% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 4.02% | 7.39% | -3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.47% | 12.93% | -5.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.36% | 12.91% | -5.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.96% | 14.14% | -6.18% |