Interact to see
Advertisement
Advertisement
GSSMX vs UBVVX
GSSMX vs UBVVX Comparison
Open Charts GSSMX vs UBVVX
Goldman Sachs Small Cap Value A
Price$31.48
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets883.63M
Undiscovered Managers Behavioral Val R5
Price$79.06
Change+$0.18 (+0.23%)
VolumeN/A
Net Assets9.01B
GSSMX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GSSMX vs. UBVVX commentary
Dec 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 GSSMX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.01B vs. GSSMX (884M). UBVVX pays higher dividends than GSSMX: UBVVX (1.84) vs GSSMX (1.04). GSSMX was incepted earlier than UBVVX: GSSMX (33 years) vs UBVVX (9 years). GSSMX (1.43) is less costly to investors than UBVVX (0.94). GSSMX is a more actively managed with annual turnover of: 82.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than GSSMX: UBVVX (0) vs GSSMX (1000). UBVVX annual gain was more profitable for investors over the last year : -6.34 vs. GSSMX (-8.75). UBVVX return over 5 years is better than : 29.46 vs. GSSMX (-36.25).
| GSSMX | UBVVX | GSSMX / UBVVX | |
| Total Expense Ratio | 1.25 | 0.90 | 139% |
| Annual Report Gross Expense Ratio | 1.43 | 0.94 | 152% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | -7.575 | -5.859 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 884M | 9.01B | 10% |
| Annual Yield % from dividends | 1.04 | 1.84 | 57% |
| Returns for 1 year | -8.75 | -6.34 | 138% |
| Returns for 3 years | -12.62 | 7.99 | -158% |
| Returns for 5 years | -36.25 | 29.46 | -123% |
| Returns for 10 years | -31.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers