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GSSMX vs UBVVX
GSSMX vs UBVVX Comparison
Open Charts GSSMX vs UBVVX
Goldman Sachs Small Cap Value A
Price$33.46
Change-$2.92 (-8.03%)
VolumeN/A
Net Assets934.74M
Undiscovered Managers Behavioral Val R5
Price$82.18
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.97B
GSSMX vs UBVVX Comparison Chart in %
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GSSMX vs. UBVVX commentary
Feb 05, 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 GSSMX is a Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.97B vs. GSSMX (935M). UBVVX pays higher dividends than GSSMX: UBVVX (1.73) vs GSSMX (0.37). GSSMX was incepted earlier than UBVVX: GSSMX (33 years) vs UBVVX (9 years). GSSMX (1.44) 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 : -1.54 vs. GSSMX (-3.57). UBVVX return over 5 years is better than : 25.41 vs. GSSMX (-36.63).
| GSSMX | UBVVX | GSSMX / UBVVX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.44 | 0.94 | 153% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 8.355 | 5.130 | 163% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 935M | 8.97B | 10% |
| Annual Yield % from dividends | 0.37 | 1.73 | 21% |
| Returns for 1 year | -3.57 | -1.54 | 233% |
| Returns for 3 years | -15.81 | 4.94 | -320% |
| Returns for 5 years | -36.63 | 25.41 | -144% |
| Returns for 10 years | -16.42 | N/A | - |