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GSQRX vs UBVUX
GSQRX vs UBVUX Comparison
Open Charts GSQRX vs UBVUX
Goldman Sachs Small Cap Value R
Price$34.67
Change+$0.36 (+1.05%)
VolumeN/A
Net Assets941.5M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
GSQRX vs UBVUX Comparison Chart in %
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GSQRX vs. UBVUX commentary
Sep 28, 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 GSQRX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. GSQRX (942M). UBVUX pays higher dividends than GSQRX: UBVUX (1.61) vs GSQRX (0.91). GSQRX was incepted earlier than UBVUX: GSQRX (18 years) vs UBVUX (9 years). GSQRX (1.68) is less costly to investors than UBVUX (1.11). GSQRX is a more actively managed with annual turnover of: 83.00 vs. UBVUX (27.00). GSQRX (0) and UBVUX (0) have matching initial minimum investment requirements. UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. GSQRX (-12.05). UBVUX return over 5 years is better than : 105.87 vs. GSQRX (-3.84).
| GSQRX | UBVUX | GSQRX / UBVUX | |
| Total Expense Ratio | 1.50 | 1.05 | 143% |
| Annual Report Gross Expense Ratio | 1.68 | 1.11 | 151% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 7.838 | 2.375 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 9.84B | 10% |
| Annual Yield % from dividends | 0.91 | 1.61 | 57% |
| Returns for 1 year | -12.05 | 0.14 | -8,808% |
| Returns for 3 years | -9.18 | 22.15 | -41% |
| Returns for 5 years | -3.84 | 105.87 | -4% |
| Returns for 10 years | -23.72 | N/A | - |
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