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GSQTX vs UBVVX
GSQTX vs UBVVX Comparison
Open Charts GSQTX vs UBVVX
Goldman Sachs Small Cap Value I
Price$37.25
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets900.89M
Undiscovered Managers Behavioral Val R5
Price$84.71
Change+$0.73 (+0.87%)
VolumeN/A
Net Assets9.24B
GSQTX vs UBVVX Comparison Chart in %
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GSQTX 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 GSQTX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.24B vs. GSQTX (901M). UBVVX pays higher dividends than GSQTX: UBVVX (1.84) vs GSQTX (1.24). GSQTX was incepted earlier than UBVVX: GSQTX (18 years) vs UBVVX (9 years). GSQTX (1.18) is less costly to investors than UBVVX (0.95). GSQTX is a more actively managed with annual turnover of: 83.00 vs. UBVVX (35.00). GSQTX (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. GSQTX (-15.77). UBVVX return over 5 years is better than : 39.70 vs. GSQTX (-21.28).
| GSQTX | UBVVX | GSQTX / UBVVX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.18 | 0.95 | 124% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 11.543 | 0.869 | 1,328% |
| 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 | 1.24 | 1.84 | 68% |
| Returns for 1 year | -15.77 | -8.12 | 194% |
| Returns for 3 years | -17.26 | 2.58 | -668% |
| Returns for 5 years | -21.28 | 39.70 | -54% |
| Returns for 10 years | -22.58 | N/A | - |
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