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GSCTX vs UBVVX
GSCTX vs UBVVX Comparison
Open Charts GSCTX vs UBVVX
Goldman Sachs Small Cp Val Insghts C
Price$13.75
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets820.21M
Undiscovered Managers Behavioral Val R5
Price$79.72
Change-$0.38 (-0.47%)
VolumeN/A
Net Assets8.88B
GSCTX vs UBVVX Comparison Chart in %
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GSCTX vs. UBVVX commentary
Nov 20, 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 GSCTX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. GSCTX (820M). UBVVX pays higher dividends than GSCTX: UBVVX (1.87) vs GSCTX (1.37). GSCTX was incepted earlier than UBVVX: GSCTX (18 years) vs UBVVX (9 years). GSCTX (2.00) is less costly to investors than UBVVX (0.95). GSCTX is a more actively managed with annual turnover of: 152.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than GSCTX: UBVVX (0) vs GSCTX (1000). UBVVX annual gain was more profitable for investors over the last year : -10.42 vs. GSCTX (-36.59). UBVVX return over 5 years is better than : 41.70 vs. GSCTX (-42.31).
| GSCTX | UBVVX | GSCTX / UBVVX | |
| Total Expense Ratio | 1.95 | 0.90 | 217% |
| Annual Report Gross Expense Ratio | 2.00 | 0.95 | 211% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 4.947 | -5.073 | -98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 820M | 8.88B | 9% |
| Annual Yield % from dividends | 1.37 | 1.87 | 74% |
| Returns for 1 year | -36.59 | -10.42 | 351% |
| Returns for 3 years | -21.34 | -0.89 | 2,396% |
| Returns for 5 years | -42.31 | 41.70 | -101% |
| Returns for 10 years | -49.75 | N/A | - |
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