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GSCTX vs UBVVX
GSCTX vs UBVVX Comparison
Open Charts GSCTX vs UBVVX
Goldman Sachs Small Cp Val Insghts C
Price$14.53
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets863.18M
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
GSCTX vs UBVVX Comparison Chart in %
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GSCTX 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 GSCTX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. GSCTX (863M). UBVVX pays higher dividends than GSCTX: UBVVX (1.84) vs GSCTX (1.34). GSCTX was incepted earlier than UBVVX: GSCTX (18 years) vs UBVVX (9 years). GSCTX (2.00) is less costly to investors than UBVVX (0.95). GSCTX is a more actively managed with annual turnover of: 152.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than GSCTX: UBVVX (0) vs GSCTX (1000). UBVVX annual gain was more profitable for investors over the last year : -8.74 vs. GSCTX (-35.65). UBVVX return over 5 years is better than : 44.08 vs. GSCTX (-40.89).
| GSCTX | UBVVX | GSCTX / UBVVX | |
| Total Expense Ratio | 1.95 | 0.90 | 217% |
| Annual Report Gross Expense Ratio | 2.00 | 0.95 | 211% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 10.959 | 0.869 | 1,261% |
| Front Load | N/A | 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 | 1.34 | 1.84 | 73% |
| Returns for 1 year | -35.65 | -8.74 | 408% |
| Returns for 3 years | -18.73 | 2.58 | -725% |
| Returns for 5 years | -40.89 | 44.08 | -93% |
| Returns for 10 years | -46.94 | N/A | - |
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