Interact to see
Advertisement
Advertisement
GSQTX vs UBVVX
GSQTX vs UBVVX Comparison
Open Charts GSQTX vs UBVVX
Goldman Sachs Small Cap Value I
Price$36.19
Change+$0.38 (+1.06%)
VolumeN/A
Net Assets941.5M
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.84B
GSQTX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GSQTX vs. UBVVX 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. GSQTX (942M). UBVVX pays higher dividends than GSQTX: UBVVX (1.77) vs GSQTX (1.27). 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 (27.00). GSQTX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. GSQTX (-10.91). UBVVX return over 5 years is better than : 107.51 vs. GSQTX (0.11).
| 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 | 8.224 | 2.489 | 330% |
| 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 | 1.77 | 72% |
| Returns for 1 year | -10.91 | 0.31 | -3,546% |
| Returns for 3 years | -6.44 | 22.75 | -28% |
| Returns for 5 years | 0.11 | 107.51 | 0% |
| Returns for 10 years | -18.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement