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GSQTX vs UBVUX
GSQTX vs UBVUX Comparison
Open Charts GSQTX vs UBVUX
Goldman Sachs Small Cap Value I
Price$36.19
Change+$0.38 (+1.06%)
VolumeN/A
Net Assets941.5M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.84B
GSQTX vs UBVUX Comparison Chart in %
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GSQTX vs. UBVUX commentary
Sep 29, 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 GSQTX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. GSQTX (942M). UBVUX pays higher dividends than GSQTX: UBVUX (1.61) vs GSQTX (1.27). GSQTX was incepted earlier than UBVUX: GSQTX (18 years) vs UBVUX (9 years). GSQTX (1.18) is less costly to investors than UBVUX (1.11). GSQTX is a more actively managed with annual turnover of: 83.00 vs. UBVUX (27.00). GSQTX (0) and UBVUX (0) have matching initial minimum investment requirements. UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. GSQTX (-10.91). UBVUX return over 5 years is better than : 105.87 vs. GSQTX (0.11).
| GSQTX | UBVUX | GSQTX / UBVUX | |
| Total Expense Ratio | 1.00 | 1.05 | 95% |
| Annual Report Gross Expense Ratio | 1.18 | 1.11 | 106% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 8.224 | 2.375 | 346% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 942M | 9.84B | 10% |
| Annual Yield % from dividends | 1.27 | 1.61 | 79% |
| Returns for 1 year | -10.91 | 0.14 | -7,971% |
| Returns for 3 years | -6.44 | 22.15 | -29% |
| Returns for 5 years | 0.11 | 105.87 | 0% |
| Returns for 10 years | -18.58 | N/A | - |
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