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GTTRX vs UBVVX
GTTRX vs UBVVX Comparison
Open Charts GTTRX vs UBVVX
Goldman Sachs Small Cp Val Insghts R
Price$34.05
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets844.22M
Undiscovered Managers Behavioral Val R5
Price$83.71
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.47B
GTTRX vs UBVVX Comparison Chart in %
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GTTRX vs. UBVVX commentary
Oct 19, 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 Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.47B vs. GTTRX (844M). UBVVX pays higher dividends than GTTRX: UBVVX (1.80) vs GTTRX (0.64). 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 (35.00). GTTRX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : -4.88 vs. GTTRX (-16.64). UBVVX return over 5 years is better than : 76.89 vs. GTTRX (3.31).
| 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 | 8.336 | -0.322 | -2,593% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 9.47B | 9% |
| Annual Yield % from dividends | 0.64 | 1.80 | 36% |
| Returns for 1 year | -16.64 | -4.88 | 341% |
| Returns for 3 years | 12.50 | 11.15 | 112% |
| Returns for 5 years | 3.31 | 76.89 | 4% |
| Returns for 10 years | -4.29 | N/A | - |
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