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GSQRX vs UBVVX
GSQRX vs UBVVX Comparison
Open Charts GSQRX vs UBVVX
Goldman Sachs Small Cap Value R
Price$34.01
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets887.06M
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.51B
GSQRX vs UBVVX Comparison Chart in %
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GSQRX 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 GSQRX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.51B vs. GSQRX (887M). UBVVX pays higher dividends than GSQRX: UBVVX (1.80) vs GSQRX (0.91). 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 : -4.88 vs. GSQRX (-16.37). UBVVX return over 5 years is better than : 76.89 vs. GSQRX (-14.82).
| 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 | 5.785 | -0.322 | -1,799% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 9.51B | 9% |
| Annual Yield % from dividends | 0.91 | 1.80 | 51% |
| Returns for 1 year | -16.37 | -4.88 | 335% |
| Returns for 3 years | -16.46 | 11.15 | -148% |
| Returns for 5 years | -14.82 | 76.89 | -19% |
| Returns for 10 years | -29.87 | N/A | - |
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