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GSQRX vs UBVVX
GSQRX vs UBVVX Comparison
Open Charts GSQRX vs UBVVX
Goldman Sachs Small Cap Value R
Price$31.01
Change+$0.45 (+1.47%)
VolumeN/A
Net Assets935.8M
Undiscovered Managers Behavioral Val R5
Price$82.55
Change+$0.67 (+0.82%)
VolumeN/A
Net Assets9.14B
GSQRX vs UBVVX Comparison Chart in %
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GSQRX vs. UBVVX commentary
Jan 16, 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 (936M). 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 : -2.03 vs. GSQRX (-5.71). UBVVX return over 5 years is better than : 25.85 vs. GSQRX (-39.73).
| 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 | 7.861 | 5.603 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 9.14B | 10% |
| Annual Yield % from dividends | 0.23 | 1.80 | 13% |
| Returns for 1 year | -5.71 | -2.03 | 282% |
| Returns for 3 years | -15.39 | 9.52 | -162% |
| Returns for 5 years | -39.73 | 25.85 | -154% |
| Returns for 10 years | -23.28 | N/A | - |
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