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GSATX vs UBVVX
GSATX vs UBVVX Comparison
Open Charts GSATX vs UBVVX
Goldman Sachs Small Cp Val Insghts A
Price$37.55
Change+$1.79 (+5.01%)
VolumeN/A
Net Assets943.24M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
GSATX vs UBVVX Comparison Chart in %
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GSATX vs. UBVVX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GSATX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. GSATX (943M). GSATX pays higher dividends than UBVVX: GSATX (1.98) vs UBVVX (1.73). GSATX was incepted earlier than UBVVX: GSATX (19 years) vs UBVVX (9 years). GSATX (1.25) is less costly to investors than UBVVX (0.94). GSATX is a more actively managed with annual turnover of: 139.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than GSATX: UBVVX (0) vs GSATX (1000). GSATX annual gain was more profitable for investors over the last year : 15.94 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. GSATX (-10.88).
| GSATX | UBVVX | GSATX / UBVVX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.25 | 0.94 | 133% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 9.284 | 5.130 | 181% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 943M | 8.97B | 11% |
| Annual Yield % from dividends | 1.98 | 1.73 | 114% |
| Returns for 1 year | 15.94 | -1.54 | -1,037% |
| Returns for 3 years | 9.54 | 4.94 | 193% |
| Returns for 5 years | -10.88 | 25.41 | -43% |
| Returns for 10 years | 30.58 | N/A | - |
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