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GSATX vs UBVVX
GSATX vs UBVVX Comparison
Open Charts GSATX vs UBVVX
Goldman Sachs Small Cp Val Insghts A
Price$36.65
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets863.18M
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
GSATX vs UBVVX Comparison Chart in %
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GSATX vs. UBVVX commentary
Dec 04, 2025
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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. GSATX (863M). UBVVX pays higher dividends than GSATX: UBVVX (1.84) vs GSATX (0.74). GSATX was incepted earlier than UBVVX: GSATX (18 years) vs UBVVX (9 years). GSATX (1.25) is less costly to investors than UBVVX (0.95). GSATX is a more actively managed with annual turnover of: 152.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than GSATX: UBVVX (0) vs GSATX (1000). UBVVX annual gain was more profitable for investors over the last year : -8.74 vs. GSATX (-17.00). UBVVX return over 5 years is better than : 44.08 vs. GSATX (-1.56).
| GSATX | UBVVX | GSATX / UBVVX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.25 | 0.95 | 132% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 11.661 | 0.869 | 1,342% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 9.24B | 9% |
| Annual Yield % from dividends | 0.74 | 1.84 | 40% |
| Returns for 1 year | -17.00 | -8.74 | 195% |
| Returns for 3 years | 8.19 | 2.58 | 317% |
| Returns for 5 years | -1.56 | 44.08 | -4% |
| Returns for 10 years | 1.92 | N/A | - |
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