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GSATX vs UBVVX
GSATX vs UBVVX Comparison
Open Charts GSATX vs UBVVX
Goldman Sachs Small Cp Val Insghts A
Price$35.76
Change-$0.37 (-1.02%)
VolumeN/A
Net Assets856.76M
Undiscovered Managers Behavioral Val R5
Price$84.82
Change-$0.98 (-1.14%)
VolumeN/A
Net Assets9.8B
GSATX vs UBVVX Comparison Chart in %
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GSATX vs. UBVVX commentary
Oct 10, 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 GSATX is a StrongBuy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.8B vs. GSATX (857M). UBVVX pays higher dividends than GSATX: UBVVX (1.80) vs GSATX (0.77). GSATX was incepted earlier than UBVVX: GSATX (18 years) vs UBVVX (9 years). GSATX (1.25) is less costly to investors than UBVVX (0.95). GSATX is a more actively managed with annual turnover of: 152.00 vs. UBVVX (27.00). UBVVX has a lower initial minimum investment than GSATX: UBVVX (0) vs GSATX (1000). UBVVX annual gain was more profitable for investors over the last year : -0.73 vs. GSATX (-11.13). UBVVX return over 5 years is better than : 78.92 vs. GSATX (7.50).
| GSATX | UBVVX | GSATX / UBVVX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.25 | 0.95 | 132% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 9.718 | 1.000 | 972% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 9.8B | 9% |
| Annual Yield % from dividends | 0.77 | 1.80 | 42% |
| Returns for 1 year | -11.13 | -0.73 | 1,527% |
| Returns for 3 years | 21.51 | 17.37 | 124% |
| Returns for 5 years | 7.50 | 78.92 | 10% |
| Returns for 10 years | 2.09 | N/A | - |
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