GSMCX vs. VFIAX
Compare and contrast key facts about Goldman Sachs Mid Cap Value Fund (GSMCX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
GSMCX is managed by Goldman Sachs. It was launched on Aug 1, 1995. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSMCX or VFIAX.
Correlation
The correlation between GSMCX and VFIAX is 0.90, 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.
Performance
GSMCX vs. VFIAX - Performance Comparison
Key characteristics
GSMCX:
0.58
VFIAX:
1.79
GSMCX:
0.84
VFIAX:
2.42
GSMCX:
1.12
VFIAX:
1.33
GSMCX:
0.33
VFIAX:
2.73
GSMCX:
1.71
VFIAX:
11.28
GSMCX:
5.04%
VFIAX:
2.04%
GSMCX:
14.94%
VFIAX:
12.86%
GSMCX:
-59.97%
VFIAX:
-55.20%
GSMCX:
-19.39%
VFIAX:
-0.77%
Returns By Period
In the year-to-date period, GSMCX achieves a 3.07% return, which is significantly lower than VFIAX's 3.29% return. Over the past 10 years, GSMCX has underperformed VFIAX with an annualized return of -0.25%, while VFIAX has yielded a comparatively higher 13.22% annualized return.
GSMCX
3.07%
3.95%
4.39%
7.34%
2.22%
-0.25%
VFIAX
3.29%
4.21%
12.38%
22.45%
14.23%
13.22%
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GSMCX vs. VFIAX - Expense Ratio Comparison
GSMCX has a 0.84% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
GSMCX vs. VFIAX — Risk-Adjusted Performance Rank
GSMCX
VFIAX
GSMCX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Mid Cap Value Fund (GSMCX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
Dividends
GSMCX vs. VFIAX - Dividend Comparison
GSMCX's dividend yield for the trailing twelve months is around 1.04%, less than VFIAX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSMCX Goldman Sachs Mid Cap Value Fund | 1.04% | 1.08% | 0.91% | 0.91% | 0.61% | 0.69% | 0.99% | 0.99% | 0.98% | 1.49% | 0.78% | 0.96% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.20% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GSMCX vs. VFIAX - Drawdown Comparison
The maximum GSMCX drawdown since its inception was -59.97%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for GSMCX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
GSMCX vs. VFIAX - Volatility Comparison
Goldman Sachs Mid Cap Value Fund (GSMCX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 3.58% and 3.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.