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GSXPX vs UBVVX
GSXPX vs UBVVX Comparison
Open Charts GSXPX vs UBVVX
Goldman Sachs Small Cp Val Insghts P
Price$59.70
Change-$0.61 (-1.01%)
VolumeN/A
Net Assets854.7M
Undiscovered Managers Behavioral Val R5
Price$85.13
Change-$0.86 (-1.00%)
VolumeN/A
Net Assets9.84B
GSXPX vs UBVVX Comparison Chart in %
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GSXPX vs. UBVVX 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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. GSXPX (855M). UBVVX pays higher dividends than GSXPX: UBVVX (1.77) vs GSXPX (0.68). GSXPX was incepted earlier than UBVVX: GSXPX (7 years) vs UBVVX (9 years). UBVVX (0.95) is less costly to investors than GSXPX (0.88). GSXPX is a more actively managed with annual turnover of: 152.00 vs. UBVVX (27.00). GSXPX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 0.21 vs. GSXPX (-5.59). UBVVX return over 5 years is better than : 107.32 vs. GSXPX (45.63).
| GSXPX | UBVVX | GSXPX / UBVVX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 0.88 | 0.95 | 93% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 8.113 | 2.393 | 339% |
| 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 | 1.77 | 38% |
| Returns for 1 year | -5.59 | 0.21 | -2,609% |
| Returns for 3 years | 33.84 | 22.64 | 149% |
| Returns for 5 years | 45.63 | 107.32 | 43% |
| Returns for 10 years | N/A | N/A | - |
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