GSMCX vs. MISIX
Compare and contrast key facts about Goldman Sachs Mid Cap Value Fund (GSMCX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
GSMCX is managed by Goldman Sachs. It was launched on Aug 1, 1995. MISIX is managed by Victory.
Performance
GSMCX vs. MISIX - Performance Comparison
Loading graphics...
GSMCX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSMCX Goldman Sachs Mid Cap Value Fund | -0.51% | 9.77% | 19.33% | 11.95% | -10.25% | 30.75% | 8.78% | 32.04% | -10.53% | 11.14% |
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, GSMCX achieves a -0.51% return, which is significantly higher than MISIX's -0.70% return. Over the past 10 years, GSMCX has outperformed MISIX with an annualized return of 10.74%, while MISIX has yielded a comparatively lower 9.25% annualized return.
GSMCX
- 1D
- -0.99%
- 1M
- -8.53%
- YTD
- -0.51%
- 6M
- 0.87%
- 1Y
- 13.30%
- 3Y*
- 13.40%
- 5Y*
- 9.10%
- 10Y*
- 10.74%
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GSMCX vs. MISIX - Expense Ratio Comparison
GSMCX has a 0.84% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
GSMCX vs. MISIX — Risk / Return Rank
GSMCX
MISIX
GSMCX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Mid Cap Value Fund (GSMCX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.
| GSMCX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 1.97 | -1.22 |
Sortino ratioReturn per unit of downside risk | 1.15 | 2.54 | -1.39 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.39 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 2.24 | -1.35 |
Martin ratioReturn relative to average drawdown | 3.82 | 9.80 | -5.98 |
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
| GSMCX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 1.97 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.40 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.52 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.31 | +0.22 |
Correlation
The correlation between GSMCX and MISIX is 0.73, 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
GSMCX vs. MISIX - Dividend Comparison
GSMCX's dividend yield for the trailing twelve months is around 14.72%, more than MISIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSMCX Goldman Sachs Mid Cap Value Fund | 14.72% | 14.65% | 13.86% | 4.92% | 13.96% | 17.06% | 0.69% | 3.42% | 18.39% | 15.77% | 1.49% | 13.85% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
GSMCX vs. MISIX - Drawdown Comparison
The maximum GSMCX drawdown since its inception was -54.35%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for GSMCX and MISIX.
Loading graphics...
Drawdown Indicators
| GSMCX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.35% | -67.61% | +13.26% |
Max Drawdown (1Y)Largest decline over 1 year | -13.13% | -13.84% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -20.03% | -37.69% | +17.66% |
Max Drawdown (10Y)Largest decline over 10 years | -42.57% | -41.82% | -0.75% |
Current DrawdownCurrent decline from peak | -9.17% | -13.84% | +4.67% |
Average DrawdownAverage peak-to-trough decline | -7.61% | -16.99% | +9.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 3.16% | -0.10% |
Volatility
GSMCX vs. MISIX - Volatility Comparison
The current volatility for Goldman Sachs Mid Cap Value Fund (GSMCX) is 5.54%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that GSMCX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| GSMCX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 6.80% | -1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 10.89% | 11.32% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 16.62% | +2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 17.68% | +0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.45% | 17.78% | +2.67% |