GSRAX vs. GAPAX
Compare and contrast key facts about Goldman Sachs Rising Dividend Growth Fund (GSRAX) and Goldman Sachs Dynamic Global Equity Fund Class A (GAPAX).
GSRAX is managed by Goldman Sachs. It was launched on Mar 23, 2004. GAPAX is managed by Goldman Sachs. It was launched on Jan 2, 1998.
Performance
GSRAX vs. GAPAX - Performance Comparison
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GSRAX vs. GAPAX - 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% |
GAPAX Goldman Sachs Dynamic Global Equity Fund Class A | -5.21% | 21.27% | 24.08% | 20.25% | -19.30% | 20.10% | 13.19% | 31.33% | -11.39% | 25.97% |
Returns By Period
In the year-to-date period, GSRAX achieves a -1.37% return, which is significantly higher than GAPAX's -5.21% return. Both investments have delivered pretty close results over the past 10 years, with GSRAX having a 11.53% annualized return and GAPAX not far behind at 11.46%.
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%
GAPAX
- 1D
- -0.28%
- 1M
- -9.71%
- YTD
- -5.21%
- 6M
- -2.07%
- 1Y
- 16.98%
- 3Y*
- 16.93%
- 5Y*
- 9.44%
- 10Y*
- 11.46%
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GSRAX vs. GAPAX - Expense Ratio Comparison
GSRAX has a 1.03% expense ratio, which is higher than GAPAX's 0.89% expense ratio.
Return for Risk
GSRAX vs. GAPAX — Risk / Return Rank
GSRAX
GAPAX
GSRAX vs. GAPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Rising Dividend Growth Fund (GSRAX) and Goldman Sachs Dynamic Global Equity Fund Class A (GAPAX). 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 | GAPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 0.96 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.41 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.22 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.07 | -0.66 |
Martin ratioReturn relative to average drawdown | 1.84 | 5.08 | -3.24 |
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 | GAPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 0.96 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.56 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.64 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.37 | +0.09 |
Correlation
The correlation between GSRAX and GAPAX 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. GAPAX - Dividend Comparison
GSRAX's dividend yield for the trailing twelve months is around 12.83%, less than GAPAX's 15.24% 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% |
GAPAX Goldman Sachs Dynamic Global Equity Fund Class A | 15.24% | 14.45% | 14.69% | 5.01% | 6.35% | 12.40% | 2.34% | 9.86% | 2.64% | 1.96% | 1.16% | 0.97% |
Drawdowns
GSRAX vs. GAPAX - Drawdown Comparison
The maximum GSRAX drawdown since its inception was -44.40%, smaller than the maximum GAPAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for GSRAX and GAPAX.
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Drawdown Indicators
| GSRAX | GAPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.40% | -58.88% | +14.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.84% | -13.23% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -25.43% | -31.13% | +5.70% |
Max Drawdown (10Y)Largest decline over 10 years | -38.97% | -36.31% | -2.66% |
Current DrawdownCurrent decline from peak | -9.35% | -10.28% | +0.93% |
Average DrawdownAverage peak-to-trough decline | -6.10% | -11.89% | +5.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.90% | -0.03% |
Volatility
GSRAX vs. GAPAX - Volatility Comparison
The current volatility for Goldman Sachs Rising Dividend Growth Fund (GSRAX) is 3.97%, while Goldman Sachs Dynamic Global Equity Fund Class A (GAPAX) has a volatility of 5.43%. This indicates that GSRAX experiences smaller price fluctuations and is considered to be less risky than GAPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSRAX | GAPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 5.43% | -1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 9.86% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.30% | 18.00% | -0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 16.94% | +3.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.85% | 17.94% | +1.91% |