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GSATX vs UBVVX
GSATX vs UBVVX Comparison
Open Charts GSATX vs UBVVX
Goldman Sachs Small Cp Val Insghts A
Price$36.83
Change+$0.25 (+0.68%)
VolumeN/A
Net Assets860.61M
Undiscovered Managers Behavioral Val R5
Price$84.15
Change+$0.23 (+0.27%)
VolumeN/A
Net Assets9.27B
GSATX vs UBVVX Comparison Chart in %
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GSATX vs. UBVVX commentary
Nov 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 GSATX is a Buy and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.27B vs. GSATX (861M). UBVVX pays higher dividends than GSATX: UBVVX (1.87) vs GSATX (0.76). 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 (35.00). 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 : -9.40 vs. GSATX (-17.10). UBVVX return over 5 years is better than : 43.68 vs. GSATX (-2.34).
| 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 | 11.084 | 0.202 | 5,476% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 861M | 9.27B | 9% |
| Annual Yield % from dividends | 0.76 | 1.87 | 41% |
| Returns for 1 year | -17.10 | -9.40 | 182% |
| Returns for 3 years | 8.79 | 2.41 | 365% |
| Returns for 5 years | -2.34 | 43.68 | -5% |
| Returns for 10 years | -0.07 | N/A | - |
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