GSSMX vs. RLBGX
Compare and contrast key facts about Goldman Sachs Small Cap Value Fund (GSSMX) and American Funds American Balanced Fund Class R-6 (RLBGX).
GSSMX is managed by Goldman Sachs. It was launched on Oct 22, 1992. RLBGX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
GSSMX vs. RLBGX - Performance Comparison
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GSSMX vs. RLBGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSSMX Goldman Sachs Small Cap Value Fund | 4.05% | 10.65% | 36.03% | 11.18% | -15.00% | 26.15% | 1.65% | 22.75% | -14.37% | 11.85% |
RLBGX American Funds American Balanced Fund Class R-6 | -1.07% | 18.83% | 15.35% | 13.92% | -11.85% | 16.10% | 11.20% | 18.95% | -3.07% | 14.97% |
Returns By Period
In the year-to-date period, GSSMX achieves a 4.05% return, which is significantly higher than RLBGX's -1.07% return. Over the past 10 years, GSSMX has outperformed RLBGX with an annualized return of 10.68%, while RLBGX has yielded a comparatively lower 9.52% annualized return.
GSSMX
- 1D
- 2.78%
- 1M
- -5.72%
- YTD
- 4.05%
- 6M
- 6.81%
- 1Y
- 21.93%
- 3Y*
- 20.30%
- 5Y*
- 9.52%
- 10Y*
- 10.68%
RLBGX
- 1D
- 1.76%
- 1M
- -4.85%
- YTD
- -1.07%
- 6M
- 2.20%
- 1Y
- 17.26%
- 3Y*
- 14.51%
- 5Y*
- 8.58%
- 10Y*
- 9.52%
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GSSMX vs. RLBGX - Expense Ratio Comparison
GSSMX has a 1.28% expense ratio, which is higher than RLBGX's 0.25% expense ratio.
Return for Risk
GSSMX vs. RLBGX — Risk / Return Rank
GSSMX
RLBGX
GSSMX vs. RLBGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Small Cap Value Fund (GSSMX) and American Funds American Balanced Fund Class R-6 (RLBGX). 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.
| GSSMX | RLBGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.59 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.33 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.33 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 2.48 | -1.07 |
Martin ratioReturn relative to average drawdown | 5.18 | 10.39 | -5.21 |
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
| GSSMX | RLBGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.59 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.83 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.90 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.92 | -0.51 |
Correlation
The correlation between GSSMX and RLBGX is 0.81, 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
GSSMX vs. RLBGX - Dividend Comparison
GSSMX's dividend yield for the trailing twelve months is around 21.60%, more than RLBGX's 8.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSSMX Goldman Sachs Small Cap Value Fund | 21.60% | 22.47% | 47.63% | 4.49% | 20.33% | 22.93% | 0.19% | 4.63% | 13.73% | 11.34% | 3.52% | 5.49% |
RLBGX American Funds American Balanced Fund Class R-6 | 8.69% | 8.56% | 7.50% | 2.27% | 2.63% | 4.59% | 4.65% | 3.78% | 5.81% | 4.92% | 4.54% | 5.91% |
Drawdowns
GSSMX vs. RLBGX - Drawdown Comparison
The maximum GSSMX drawdown since its inception was -54.94%, which is greater than RLBGX's maximum drawdown of -22.33%. Use the drawdown chart below to compare losses from any high point for GSSMX and RLBGX.
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Drawdown Indicators
| GSSMX | RLBGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.94% | -22.33% | -32.61% |
Max Drawdown (1Y)Largest decline over 1 year | -14.27% | -7.33% | -6.94% |
Max Drawdown (5Y)Largest decline over 5 years | -36.28% | -18.59% | -17.69% |
Max Drawdown (10Y)Largest decline over 10 years | -46.16% | -22.33% | -23.83% |
Current DrawdownCurrent decline from peak | -10.77% | -5.34% | -5.43% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -2.48% | -7.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 1.75% | +2.13% |
Volatility
GSSMX vs. RLBGX - Volatility Comparison
Goldman Sachs Small Cap Value Fund (GSSMX) has a higher volatility of 6.62% compared to American Funds American Balanced Fund Class R-6 (RLBGX) at 3.86%. This indicates that GSSMX's price experiences larger fluctuations and is considered to be riskier than RLBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSSMX | RLBGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.62% | 3.86% | +2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 6.95% | +6.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.29% | 11.19% | +11.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.73% | 10.45% | +22.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.81% | 10.63% | +18.18% |