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GSQRX vs UBVVX
GSQRX vs UBVVX Comparison
Open Charts GSQRX vs UBVVX
Goldman Sachs Small Cap Value R
Price$35.70
Change+$0.57 (+1.62%)
VolumeN/A
Net Assets900.89M
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
GSQRX vs UBVVX Comparison Chart in %
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GSQRX vs. UBVVX commentary
Dec 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 GSQRX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. GSQRX (901M). UBVVX pays higher dividends than GSQRX: UBVVX (1.84) vs GSQRX (0.90). GSQRX was incepted earlier than UBVVX: GSQRX (18 years) vs UBVVX (9 years). GSQRX (1.68) is less costly to investors than UBVVX (0.95). GSQRX is a more actively managed with annual turnover of: 83.00 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 : -8.12 vs. GSQRX (-16.84). UBVVX return over 5 years is better than : 39.70 vs. GSQRX (-24.40).
| GSQRX | UBVVX | GSQRX / UBVVX | |
| Total Expense Ratio | 1.50 | 0.90 | 167% |
| Annual Report Gross Expense Ratio | 1.68 | 0.95 | 177% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 11.042 | 0.869 | 1,270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 9.24B | 10% |
| Annual Yield % from dividends | 0.90 | 1.84 | 49% |
| Returns for 1 year | -16.84 | -8.12 | 208% |
| Returns for 3 years | -19.68 | 2.58 | -762% |
| Returns for 5 years | -24.40 | 39.70 | -61% |
| Returns for 10 years | -27.48 | N/A | - |
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