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GSSIX vs UBVUX
GSSIX vs UBVUX Comparison
Open Charts GSSIX vs UBVUX
Goldman Sachs Small Cap Value Inst
Price$43.69
Change+$0.47 (+1.09%)
VolumeN/A
Net Assets932.13M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.74B
GSSIX vs UBVUX Comparison Chart in %
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GSSIX vs. UBVUX commentary
Sep 28, 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 GSSIX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.74B vs. GSSIX (932M). UBVUX pays higher dividends than GSSIX: UBVUX (1.61) vs GSSIX (1.08). GSSIX was incepted earlier than UBVUX: GSSIX (28 years) vs UBVUX (9 years). UBVUX (1.11) and GSSIX (1.07) have similar cost to investors . GSSIX is a more actively managed with annual turnover of: 83.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than GSSIX: UBVUX (0) vs GSSIX (1000000). UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. GSSIX (-8.08). UBVUX return over 5 years is better than : 105.87 vs. GSSIX (8.79).
| GSSIX | UBVUX | GSSIX / UBVUX | |
| Total Expense Ratio | 0.96 | 1.05 | 91% |
| Annual Report Gross Expense Ratio | 1.07 | 1.11 | 96% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 8.278 | 2.375 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 9.74B | 10% |
| Annual Yield % from dividends | 1.08 | 1.61 | 67% |
| Returns for 1 year | -8.08 | 0.14 | -5,906% |
| Returns for 3 years | -0.75 | 22.15 | -3% |
| Returns for 5 years | 8.79 | 105.87 | 8% |
| Returns for 10 years | -8.41 | N/A | - |
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