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GSQRX vs UBVVX
GSQRX vs UBVVX Comparison
Open Charts GSQRX vs UBVVX
Goldman Sachs Small Cap Value R
Price$34.11
Change-$0.55 (-1.59%)
VolumeN/A
Net Assets895.88M
Undiscovered Managers Behavioral Val R5
Price$82.33
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets9.16B
GSQRX vs UBVVX Comparison Chart in %
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GSQRX vs. UBVVX commentary
Nov 14, 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 StrongBuy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.16B vs. GSQRX (896M). UBVVX pays higher dividends than GSQRX: UBVVX (1.87) vs GSQRX (0.92). 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 : -8.50 vs. GSQRX (-18.23). UBVVX return over 5 years is better than : 52.26 vs. GSQRX (-20.55).
| 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 | 7.807 | -1.548 | -504% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 9.16B | 10% |
| Annual Yield % from dividends | 0.92 | 1.87 | 49% |
| Returns for 1 year | -18.23 | -8.50 | 215% |
| Returns for 3 years | -20.82 | 2.01 | -1,037% |
| Returns for 5 years | -20.55 | 52.26 | -39% |
| Returns for 10 years | -27.54 | N/A | - |
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