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GSQRX vs UBVVX
GSQRX vs UBVVX Comparison
Open Charts GSQRX vs UBVVX
Goldman Sachs Small Cap Value R
Price$30.56
Change+$0.23 (+0.76%)
VolumeN/A
Net Assets916.76M
Undiscovered Managers Behavioral Val R5
Price$81.88
Change+$0.68 (+0.84%)
VolumeN/A
Net Assets9.14B
GSQRX vs UBVVX Comparison Chart in %
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GSQRX vs. UBVVX commentary
Jan 15, 2026
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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.14B vs. GSQRX (917M). UBVVX pays higher dividends than GSQRX: UBVVX (1.80) vs GSQRX (0.23). GSQRX was incepted earlier than UBVVX: GSQRX (18 years) vs UBVVX (9 years). GSQRX (1.68) is less costly to investors than UBVVX (0.94). GSQRX is a more actively managed with annual turnover of: 82.00 vs. UBVVX (35.00). GSQRX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : -1.25 vs. GSQRX (-5.21). UBVVX return over 5 years is better than : 24.82 vs. GSQRX (-40.61).
| GSQRX | UBVVX | GSQRX / UBVVX | |
| Total Expense Ratio | 1.50 | 0.90 | 167% |
| Annual Report Gross Expense Ratio | 1.68 | 0.94 | 179% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 6.296 | 4.746 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 9.14B | 10% |
| Annual Yield % from dividends | 0.23 | 1.80 | 13% |
| Returns for 1 year | -5.21 | -1.25 | 418% |
| Returns for 3 years | -16.62 | 8.63 | -193% |
| Returns for 5 years | -40.61 | 24.82 | -164% |
| Returns for 10 years | -24.40 | N/A | - |
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