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GSCTX vs UBVVX
GSCTX vs UBVVX Comparison
Open Charts GSCTX vs UBVVX
Goldman Sachs Small Cp Val Insghts C
Price$14.37
Change+$0.12 (+0.84%)
VolumeN/A
Net Assets852.22M
Undiscovered Managers Behavioral Val R5
Price$86.85
Change+$0.74 (+0.86%)
VolumeN/A
Net Assets9.93B
GSCTX vs UBVVX Comparison Chart in %
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GSCTX vs. UBVVX commentary
Oct 05, 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 StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.93B vs. GSCTX (852M). UBVVX pays higher dividends than GSCTX: UBVVX (1.80) vs GSCTX (1.37). 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 (27.00). 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 : 2.23 vs. GSCTX (-30.78). UBVVX return over 5 years is better than : 95.90 vs. GSCTX (-31.68).
| 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 | 9.361 | 3.417 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 852M | 9.93B | 9% |
| Annual Yield % from dividends | 1.37 | 1.80 | 76% |
| Returns for 1 year | -30.78 | 2.23 | -1,378% |
| Returns for 3 years | -12.41 | 16.46 | -75% |
| Returns for 5 years | -31.68 | 95.90 | -33% |
| Returns for 10 years | -45.23 | N/A | - |
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