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GSQTX vs UBVVX
GSQTX vs UBVVX Comparison
Open Charts GSQTX vs UBVVX
Goldman Sachs Small Cap Value I
Price$32.74
Change-$3.05 (-8.52%)
VolumeN/A
Net Assets934.74M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
GSQTX vs UBVVX Comparison Chart in %
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GSQTX vs. UBVVX commentary
Feb 04, 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 GSQTX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. GSQTX (935M). UBVVX pays higher dividends than GSQTX: UBVVX (1.73) vs GSQTX (0.57). GSQTX was incepted earlier than UBVVX: GSQTX (18 years) vs UBVVX (9 years). GSQTX (1.19) is less costly to investors than UBVVX (0.94). GSQTX is a more actively managed with annual turnover of: 82.00 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 : -1.54 vs. GSQTX (-3.66). UBVVX return over 5 years is better than : 25.41 vs. GSQTX (-36.51).
| GSQTX | UBVVX | GSQTX / UBVVX | |
| Total Expense Ratio | 1.01 | 0.90 | 112% |
| Annual Report Gross Expense Ratio | 1.19 | 0.94 | 127% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 8.375 | 5.130 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 8.97B | 10% |
| Annual Yield % from dividends | 0.57 | 1.73 | 33% |
| Returns for 1 year | -3.66 | -1.54 | 238% |
| Returns for 3 years | -15.74 | 4.94 | -319% |
| Returns for 5 years | -36.51 | 25.41 | -144% |
| Returns for 10 years | -15.57 | N/A | - |
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