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GSCTX vs UBVVX
GSCTX vs UBVVX Comparison
Open Charts GSCTX vs UBVVX
Goldman Sachs Small Cp Val Insghts C
Price$14.09
Change-$0.15 (-1.05%)
VolumeN/A
Net Assets854.7M
Undiscovered Managers Behavioral Val R5
Price$85.13
Change-$0.86 (-1.00%)
VolumeN/A
Net Assets9.84B
GSCTX vs UBVVX Comparison Chart in %
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GSCTX vs. UBVVX commentary
Sep 26, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. GSCTX (855M). UBVVX pays higher dividends than GSCTX: UBVVX (1.77) vs GSCTX (1.39). 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 (27.00). 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 : 0.80 vs. GSCTX (-31.98). UBVVX return over 5 years is better than : 107.32 vs. GSCTX (-28.12).
| 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 | 8.371 | 2.393 | 350% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 9.84B | 9% |
| Annual Yield % from dividends | 1.39 | 1.77 | 79% |
| Returns for 1 year | -31.98 | 0.80 | -3,987% |
| Returns for 3 years | -7.88 | 21.87 | -36% |
| Returns for 5 years | -28.12 | 107.32 | -26% |
| Returns for 10 years | -43.67 | N/A | - |
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