GSMAX

Active

Goldman Sachs Small/Mid Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.25%
Annual Cost per $10K
$125.00
30-Year Fee Drag per $10K
$22,615
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-0.77%

Asset Allocation

US Equity
91%
Intl Equity
8%

Fee Comparison

GSMAX
1.25%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

18% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+22.67%3Y
Compare to

Fee Impact Calculator

$
%
GSMAX at 1.25%$267,535
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$113,077
Cost vs index fund−$109,889

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
GSMAXGoldman Sachs Small/Mid Cap Growth Fund1.25%
FBCCXFidelity Blue Chip Growth Fund0.97%
JLGMXJPMorgan Large Cap Growth Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
OIEFXJPMorgan Equity Income Fund0.95%
FOCKXFidelity OTC Portfolio1.05%
JMUEXJPMorgan U.S. Equity Fund0.94%
MEIAXMFS Value Fund0.79%
MFEGXMFS Growth Fund0.83%
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
FRDPXFranklin Rising Dividends Fund0.83%
FKDNXFranklin Dynatech Fund0.82%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
VAFAXInvesco American Franchise Fund0.93%
FMAEXFidelity Magellan Fund0.62%
RPMGXT. Rowe Price Mid-Cap Growth Fund, Inc.0.75%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
HRCAXHarbor Capital Appreciation Fund0.92%
GETGXVictory Sycamore Established Value Fund0.89%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
PAFDXT. Rowe Price Equity Income Fund0.98%
TRVLXT. Rowe Price Value Fund, Inc.0.69%
CCIFXColumbia Seligman Technology and Information Fund0.91%
JGACXJPMorgan Growth Advantage Fund0.99%
FNITXFidelity Advisor New Insights Fund1.15%
FGSRXFranklin Growth Fund1.04%
JVMAXDisciplined Value Mid Cap Fund0.74%
PBCJXBlue Chip Fund0.92%
JHQAXJPMorgan Hedged Equity Fund0.82%
LMPFXClearBridge Growth Fund1.13%
DAGVXBNY Mellon Dynamic Value Fund0.93%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
PGORXPutnam Large Cap Growth Fund0.93%
JDVFXDisciplined Value Fund1.71%
POLRXPolen Growth Fund1.22%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
MLRRXNYLI Winslow Large Cap Growth Fund0.79%
BSCUXBARON SMALL CAP FUND1.05%
BARUXBARON ASSET FUND1.04%
MEFAXMassMutual Mid Cap Growth Fund1.11%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
DDFIXInvesco Diversified Dividend Fund1.07%
MRERXMFS Core Equity Fund0.88%
ESPAXAllspring Special Small Cap Value Fund1.17%
PRSVXT. Rowe Price Small-Cap Value Fund, Inc.0.77%
JGAQXJPMorgan Value Advantage Fund0.99%
EPGAXFidelity Advisor Equity Growth Fund0.92%
JSECXJPMorgan Small Cap Equity Fund1.24%
LSITXClearBridge Large Cap Growth Fund0.64%
GSMGXGoldman Sachs Small/Mid Cap Growth Fund1.25%
SHAPXClearBridge Appreciation Fund0.91%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
ASMMXInvesco Summit Fund1.23%
XFBRXVIP Mid Cap Portfolio0.82%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
JENIXThe Jensen Quality Growth Fund Inc1.26%
PRSCXT. Rowe Price Science & Technology Fund, Inc.0.79%
FRURXFranklin Utilities Fund1.06%
MFRFXMFS Research Fund0.77%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
ILGRXMacquarie Large Cap Growth Fund0.89%
JGAVXJPMorgan U.S. Value Fund0.94%
PRDSXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.79%
CSIEXCalvert Equity Fund0.90%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
PLVJXLargeCap Value Fund III0.94%
PARMXParnassus Mid Cap Fund0.95%
WGROXWasatch Core Growth Fund1.17%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
PABVXMidCap Value Fund I1.19%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
SGRAXAllspring Growth Fund1.15%
DLCZXDestinations Large Cap Equity Fund0.81%
FCPVXFidelity Small Cap Value Fund1.20%
SVFIXSmead Value Fund0.90%
CSGAXColumbia Seligman Global Technology Fund1.00%
AQEAXColumbia Disciplined Core Fund0.94%
AGRCXAB Growth Fund1.10%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
LGLFXLord Abbett Growth Leaders Fund0.65%
CSMUXCarillon Scout Mid Cap Fund0.85%
MXMGXEmpower T. Rowe Price Mid Cap Growth Fund1.02%
ATHGXHeritage Fund0.80%
BDFUXBARON DISCOVERY FUND1.05%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
FMILXFidelity New Millennium Fund0.76%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
LAFRXLORD ABBETT AFFILIATED FUND INC0.94%
CCASXCONESTOGA SMALL CAP FUND1.10%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
NDVAXMFS New Discovery Value Fund1.46%
EKJAXAllspring Premier Large Company Growth Fund1.10%
JLCNXFundamental Large Cap Core Fund0.65%
LMOIXClearBridge Small Cap Growth Fund0.78%
MSEGXGROWTH PORTFOLIO0.87%
DVLRXMacquarie Small Cap Value Fund1.35%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%

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