Correlation
The correlation between GSIHX and HLMIX is 0.74, 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.
GSIHX vs. HLMIX
Compare and contrast key facts about Goldman Sachs GQG Partners International Opportunities Fund Class A (GSIHX) and Harding Loevner International Equity Portfolio (HLMIX).
GSIHX is managed by Goldman Sachs. It was launched on Dec 15, 2016. HLMIX is managed by Harding Loevner. It was launched on May 10, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSIHX or HLMIX.
Performance
GSIHX vs. HLMIX - Performance Comparison
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Key characteristics
GSIHX:
0.21
HLMIX:
0.76
GSIHX:
0.29
HLMIX:
1.03
GSIHX:
1.04
HLMIX:
1.13
GSIHX:
0.17
HLMIX:
0.74
GSIHX:
0.36
HLMIX:
2.13
GSIHX:
6.56%
HLMIX:
4.83%
GSIHX:
15.99%
HLMIX:
15.46%
GSIHX:
-28.79%
HLMIX:
-54.42%
GSIHX:
-1.07%
HLMIX:
-0.40%
Returns By Period
The year-to-date returns for both stocks are quite close, with GSIHX having a 13.70% return and HLMIX slightly lower at 13.02%.
GSIHX
13.70%
3.27%
7.85%
3.38%
10.01%
11.23%
N/A
HLMIX
13.02%
3.67%
10.06%
11.72%
8.49%
8.82%
6.24%
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GSIHX vs. HLMIX - Expense Ratio Comparison
GSIHX has a 1.12% expense ratio, which is higher than HLMIX's 0.79% expense ratio.
Risk-Adjusted Performance
GSIHX vs. HLMIX — Risk-Adjusted Performance Rank
GSIHX
HLMIX
GSIHX vs. HLMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs GQG Partners International Opportunities Fund Class A (GSIHX) and Harding Loevner International Equity Portfolio (HLMIX). 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.
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Dividends
GSIHX vs. HLMIX - Dividend Comparison
GSIHX's dividend yield for the trailing twelve months is around 5.62%, less than HLMIX's 6.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSIHX Goldman Sachs GQG Partners International Opportunities Fund Class A | 5.62% | 6.39% | 2.04% | 4.47% | 1.90% | 0.00% | 0.41% | 0.18% | 0.00% | 0.05% | 0.00% | 0.00% |
HLMIX Harding Loevner International Equity Portfolio | 6.31% | 7.14% | 3.78% | 2.51% | 2.48% | 0.75% | 1.59% | 1.50% | 1.64% | 0.98% | 1.02% | 1.03% |
Drawdowns
GSIHX vs. HLMIX - Drawdown Comparison
The maximum GSIHX drawdown since its inception was -28.79%, smaller than the maximum HLMIX drawdown of -54.42%. Use the drawdown chart below to compare losses from any high point for GSIHX and HLMIX.
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Volatility
GSIHX vs. HLMIX - Volatility Comparison
Goldman Sachs GQG Partners International Opportunities Fund Class A (GSIHX) has a higher volatility of 3.79% compared to Harding Loevner International Equity Portfolio (HLMIX) at 2.87%. This indicates that GSIHX's price experiences larger fluctuations and is considered to be riskier than HLMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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