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GSSIX vs UBVVX
GSSIX vs UBVVX Comparison
Open Charts GSSIX vs UBVVX
Goldman Sachs Small Cap Value Inst
Price$41.04
Change-$2.16 (-5.00%)
VolumeN/A
Net Assets934.74M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
GSSIX vs UBVVX Comparison Chart in %
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GSSIX 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 GSSIX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. GSSIX (935M). UBVVX pays higher dividends than GSSIX: UBVVX (1.73) vs GSSIX (0.49). GSSIX was incepted earlier than UBVVX: GSSIX (28 years) vs UBVVX (9 years). GSSIX (1.08) is less costly to investors than UBVVX (0.94). GSSIX is a more actively managed with annual turnover of: 82.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than GSSIX: UBVVX (0) vs GSSIX (1000000). GSSIX annual gain was more profitable for investors over the last year : -0.03 vs. UBVVX (-1.54). UBVVX return over 5 years is better than : 25.41 vs. GSSIX (-28.46).
| GSSIX | UBVVX | GSSIX / UBVVX | |
| Total Expense Ratio | 0.97 | 0.90 | 108% |
| Annual Report Gross Expense Ratio | 1.08 | 0.94 | 115% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 8.371 | 5.130 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 8.97B | 10% |
| Annual Yield % from dividends | 0.49 | 1.73 | 29% |
| Returns for 1 year | -0.03 | -1.54 | 2% |
| Returns for 3 years | -9.36 | 4.94 | -189% |
| Returns for 5 years | -28.46 | 25.41 | -112% |
| Returns for 10 years | -1.84 | N/A | - |
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