Correlation
The correlation between GSSMX and RLBGX is 0.83, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSSMX or RLBGX.
Performance
GSSMX vs. RLBGX - Performance Comparison
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Key characteristics
GSSMX:
0.07
RLBGX:
1.13
GSSMX:
0.25
RLBGX:
1.48
GSSMX:
1.03
RLBGX:
1.21
GSSMX:
0.05
RLBGX:
1.15
GSSMX:
0.14
RLBGX:
4.66
GSSMX:
9.14%
RLBGX:
2.64%
GSSMX:
23.95%
RLBGX:
12.01%
GSSMX:
-55.11%
RLBGX:
-22.33%
GSSMX:
-13.71%
RLBGX:
-0.64%
Returns By Period
In the year-to-date period, GSSMX achieves a -4.90% return, which is significantly lower than RLBGX's 3.55% return. Over the past 10 years, GSSMX has underperformed RLBGX with an annualized return of 5.17%, while RLBGX has yielded a comparatively higher 8.62% annualized return.
GSSMX
-4.90%
5.37%
-13.21%
1.60%
1.69%
10.76%
5.17%
RLBGX
3.55%
3.99%
2.17%
13.43%
9.30%
9.68%
8.62%
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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.
Risk-Adjusted Performance
GSSMX vs. RLBGX — Risk-Adjusted Performance Rank
GSSMX
RLBGX
GSSMX vs. RLBGX - Risk-Adjusted Performance 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.
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Dividends
GSSMX vs. RLBGX - Dividend Comparison
GSSMX's dividend yield for the trailing twelve months is around 25.78%, more than RLBGX's 7.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSSMX Goldman Sachs Small Cap Value Fund | 25.78% | 24.51% | 4.49% | 20.33% | 22.93% | 0.19% | 4.63% | 13.73% | 11.34% | 3.52% | 5.49% | 8.53% |
RLBGX American Funds American Balanced Fund Class R-6 | 7.28% | 7.51% | 2.66% | 2.63% | 4.60% | 4.65% | 4.29% | 6.49% | 5.68% | 4.54% | 5.91% | 7.67% |
Drawdowns
GSSMX vs. RLBGX - Drawdown Comparison
The maximum GSSMX drawdown since its inception was -55.11%, 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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Volatility
GSSMX vs. RLBGX - Volatility Comparison
Goldman Sachs Small Cap Value Fund (GSSMX) has a higher volatility of 6.25% compared to American Funds American Balanced Fund Class R-6 (RLBGX) at 2.69%. 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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