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GTTRX vs UBVUX
GTTRX vs UBVUX Comparison
Open Charts GTTRX vs UBVUX
Goldman Sachs Small Cp Val Insghts R
Price$34.14
Change+$0.32 (+0.95%)
VolumeN/A
Net Assets845.85M
Undiscovered Managers Behavioral Val R4
Price$85.34
Change+$0.93 (+1.10%)
VolumeN/A
Net Assets9.74B
GTTRX vs UBVUX Comparison Chart in %
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GTTRX vs. UBVUX commentary
Sep 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 GTTRX is a Hold and UBVUX is a Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.74B vs. GTTRX (846M). UBVUX pays higher dividends than GTTRX: UBVUX (1.61) vs GTTRX (0.65). GTTRX was incepted earlier than UBVUX: GTTRX (18 years) vs UBVUX (9 years). GTTRX (1.50) is less costly to investors than UBVUX (1.11). GTTRX is a more actively managed with annual turnover of: 152.00 vs. UBVUX (27.00). GTTRX (0) and UBVUX (0) have matching initial minimum investment requirements. UBVUX annual gain was more profitable for investors over the last year : 0.14 vs. GTTRX (-13.82). UBVUX return over 5 years is better than : 105.87 vs. GTTRX (15.71).
| GTTRX | UBVUX | GTTRX / UBVUX | |
| Total Expense Ratio | 1.45 | 1.05 | 138% |
| Annual Report Gross Expense Ratio | 1.50 | 1.11 | 135% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 8.622 | 2.375 | 363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 9.74B | 9% |
| Annual Yield % from dividends | 0.65 | 1.61 | 40% |
| Returns for 1 year | -13.82 | 0.14 | -10,101% |
| Returns for 3 years | 20.34 | 22.15 | 92% |
| Returns for 5 years | 15.71 | 105.87 | 15% |
| Returns for 10 years | 2.90 | N/A | - |
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