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GSSIX vs UBVVX
GSSIX vs UBVVX Comparison
Open Charts GSSIX vs UBVVX
Goldman Sachs Small Cap Value Inst
Price$43.69
Change+$0.47 (+1.09%)
VolumeN/A
Net Assets932.13M
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.74B
GSSIX vs UBVVX Comparison Chart in %
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GSSIX vs. UBVVX 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.74B vs. GSSIX (932M). UBVVX pays higher dividends than GSSIX: UBVVX (1.77) vs GSSIX (1.08). GSSIX was incepted earlier than UBVVX: GSSIX (28 years) vs UBVVX (9 years). GSSIX (1.07) is less costly to investors than UBVVX (0.95). GSSIX is a more actively managed with annual turnover of: 83.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than GSSIX: UBVVX (0) vs GSSIX (1000000). UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. GSSIX (-8.08). UBVVX return over 5 years is better than : 107.51 vs. GSSIX (8.79).
| GSSIX | UBVVX | GSSIX / UBVVX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 1.07 | 0.95 | 113% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 8.278 | 2.489 | 333% |
| 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 | 1.77 | 61% |
| Returns for 1 year | -8.08 | 0.31 | -2,628% |
| Returns for 3 years | -0.75 | 22.75 | -3% |
| Returns for 5 years | 8.79 | 107.51 | 8% |
| Returns for 10 years | -8.41 | N/A | - |