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GSXPX vs UBVUX
GSXPX vs UBVUX Comparison
Open Charts GSXPX vs UBVUX
Goldman Sachs Small Cp Val Insghts P
Price$59.70
Change-$0.61 (-1.01%)
VolumeN/A
Net Assets854.7M
Undiscovered Managers Behavioral Val R4
Price$84.41
Change-$0.85 (-1.00%)
VolumeN/A
Net Assets9.84B
GSXPX vs UBVUX Comparison Chart in %
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GSXPX vs. UBVUX commentary
Sep 27, 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 GSXPX is a Hold and UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.84B vs. GSXPX (855M). UBVUX pays higher dividends than GSXPX: UBVUX (1.61) vs GSXPX (0.68). GSXPX was incepted earlier than UBVUX: GSXPX (7 years) vs UBVUX (9 years). UBVUX (1.11) is less costly to investors than GSXPX (0.88). GSXPX is a more actively managed with annual turnover of: 152.00 vs. UBVUX (27.00). GSXPX (0) and UBVUX (0) have matching initial minimum investment requirements. UBVUX annual gain was more profitable for investors over the last year : 0.04 vs. GSXPX (-5.59). UBVUX return over 5 years is better than : 105.67 vs. GSXPX (45.63).
| GSXPX | UBVUX | GSXPX / UBVUX | |
| Total Expense Ratio | 0.83 | 1.05 | 79% |
| Annual Report Gross Expense Ratio | 0.88 | 1.11 | 79% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 8.113 | 2.279 | 356% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 9.84B | 9% |
| Annual Yield % from dividends | 0.68 | 1.61 | 42% |
| Returns for 1 year | -5.59 | 0.04 | -13,015% |
| Returns for 3 years | 33.84 | 22.04 | 154% |
| Returns for 5 years | 45.63 | 105.67 | 43% |
| Returns for 10 years | N/A | N/A | - |
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