GSRAX vs. FLCPX
Compare and contrast key facts about Goldman Sachs Rising Dividend Growth Fund (GSRAX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX).
GSRAX is managed by Goldman Sachs. It was launched on Mar 23, 2004. FLCPX is managed by Fidelity. It was launched on Feb 2, 2016.
Performance
GSRAX vs. FLCPX - Performance Comparison
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GSRAX vs. FLCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSRAX Goldman Sachs Rising Dividend Growth Fund | -1.37% | 6.66% | 26.07% | 17.49% | -7.78% | 31.47% | 8.75% | 25.63% | -6.65% | 17.59% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | -7.05% | 17.84% | 25.08% | 26.25% | -18.06% | 28.61% | 18.24% | 31.59% | -4.38% | 21.74% |
Returns By Period
In the year-to-date period, GSRAX achieves a -1.37% return, which is significantly higher than FLCPX's -7.05% return. Over the past 10 years, GSRAX has underperformed FLCPX with an annualized return of 11.53%, while FLCPX has yielded a comparatively higher 13.75% annualized return.
GSRAX
- 1D
- -0.43%
- 1M
- -7.23%
- YTD
- -1.37%
- 6M
- -1.84%
- 1Y
- 6.92%
- 3Y*
- 14.48%
- 5Y*
- 11.29%
- 10Y*
- 11.53%
FLCPX
- 1D
- -0.39%
- 1M
- -7.70%
- YTD
- -7.05%
- 6M
- -4.58%
- 1Y
- 14.45%
- 3Y*
- 17.20%
- 5Y*
- 11.42%
- 10Y*
- 13.75%
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GSRAX vs. FLCPX - Expense Ratio Comparison
GSRAX has a 1.03% expense ratio, which is higher than FLCPX's 0.02% expense ratio.
Return for Risk
GSRAX vs. FLCPX — Risk / Return Rank
GSRAX
FLCPX
GSRAX vs. FLCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Rising Dividend Growth Fund (GSRAX) and Fidelity SAI U.S. Large Cap Index Fund (FLCPX). 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.
| GSRAX | FLCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.84 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.30 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.00 | -0.60 |
Martin ratioReturn relative to average drawdown | 1.84 | 4.86 | -3.02 |
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
| GSRAX | FLCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.84 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.67 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.76 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.82 | -0.36 |
Correlation
The correlation between GSRAX and FLCPX 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
GSRAX vs. FLCPX - Dividend Comparison
GSRAX's dividend yield for the trailing twelve months is around 12.83%, more than FLCPX's 0.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSRAX Goldman Sachs Rising Dividend Growth Fund | 12.83% | 12.17% | 25.88% | 9.60% | 14.01% | 11.55% | 4.39% | 11.85% | 97.89% | 21.56% | 3.16% | 0.92% |
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 0.60% | 0.56% | 6.11% | 7.05% | 11.23% | 10.38% | 3.93% | 1.74% | 2.18% | 1.57% | 0.76% | 0.00% |
Drawdowns
GSRAX vs. FLCPX - Drawdown Comparison
The maximum GSRAX drawdown since its inception was -44.40%, which is greater than FLCPX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for GSRAX and FLCPX.
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Drawdown Indicators
| GSRAX | FLCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.40% | -33.87% | -10.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.84% | -12.14% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -25.43% | -24.40% | -1.03% |
Max Drawdown (10Y)Largest decline over 10 years | -38.97% | -33.87% | -5.10% |
Current DrawdownCurrent decline from peak | -9.35% | -8.89% | -0.46% |
Average DrawdownAverage peak-to-trough decline | -6.10% | -4.24% | -1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.56% | +0.31% |
Volatility
GSRAX vs. FLCPX - Volatility Comparison
The current volatility for Goldman Sachs Rising Dividend Growth Fund (GSRAX) is 3.97%, while Fidelity SAI U.S. Large Cap Index Fund (FLCPX) has a volatility of 4.24%. This indicates that GSRAX experiences smaller price fluctuations and is considered to be less risky than FLCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSRAX | FLCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 4.24% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 9.09% | -0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.30% | 18.14% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 17.03% | +3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.85% | 18.12% | +1.73% |