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GSITX vs UBVVX
GSITX vs UBVVX Comparison
Open Charts GSITX vs UBVVX
Goldman Sachs Small Cp Val Insghts Instl
Price$60.16
Change-$0.11 (-0.18%)
VolumeN/A
Net Assets844.22M
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.51B
GSITX vs UBVVX Comparison Chart in %
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GSITX vs. UBVVX commentary
Oct 19, 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 GSITX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.51B vs. GSITX (844M). UBVVX pays higher dividends than GSITX: UBVVX (1.80) vs GSITX (0.66). GSITX was incepted earlier than UBVVX: GSITX (18 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than GSITX (0.89). GSITX is a more actively managed with annual turnover of: 152.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than GSITX: UBVVX (0) vs GSITX (1000000). UBVVX annual gain was more profitable for investors over the last year : -4.88 vs. GSITX (-8.31). UBVVX return over 5 years is better than : 76.89 vs. GSITX (31.24).
| GSITX | UBVVX | GSITX / UBVVX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.89 | 0.95 | 94% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 8.887 | -0.322 | -2,764% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 9.51B | 9% |
| Annual Yield % from dividends | 0.66 | 1.80 | 37% |
| Returns for 1 year | -8.31 | -4.88 | 170% |
| Returns for 3 years | 26.18 | 11.15 | 235% |
| Returns for 5 years | 31.24 | 76.89 | 41% |
| Returns for 10 years | 35.01 | N/A | - |
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