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GTTRX vs UBVVX
GTTRX vs UBVVX Comparison
Open Charts GTTRX vs UBVVX
Goldman Sachs Small Cp Val Insghts R
Price$34.14
Change+$0.32 (+0.95%)
VolumeN/A
Net Assets845.85M
Undiscovered Managers Behavioral Val R5
Price$86.07
Change+$0.94 (+1.10%)
VolumeN/A
Net Assets9.74B
GTTRX vs UBVVX Comparison Chart in %
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GTTRX vs. UBVVX 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.74B vs. GTTRX (846M). UBVVX pays higher dividends than GTTRX: UBVVX (1.77) vs GTTRX (0.65). GTTRX was incepted earlier than UBVVX: GTTRX (18 years) vs UBVVX (9 years). GTTRX (1.50) is less costly to investors than UBVVX (0.95). GTTRX is a more actively managed with annual turnover of: 152.00 vs. UBVVX (27.00). GTTRX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 0.31 vs. GTTRX (-13.82). UBVVX return over 5 years is better than : 107.51 vs. GTTRX (15.71).
| GTTRX | UBVVX | GTTRX / UBVVX | |
| Total Expense Ratio | 1.45 | 0.90 | 161% |
| Annual Report Gross Expense Ratio | 1.50 | 0.95 | 158% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 8.622 | 2.489 | 346% |
| 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 | 1.77 | 37% |
| Returns for 1 year | -13.82 | 0.31 | -4,494% |
| Returns for 3 years | 20.34 | 22.75 | 89% |
| Returns for 5 years | 15.71 | 107.51 | 15% |
| Returns for 10 years | 2.90 | N/A | - |
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