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GSQRX vs UBVVX
GSQRX vs UBVVX Comparison
Open Charts GSQRX vs UBVVX
Goldman Sachs Small Cap Value R
Price$33.31
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets859.44M
Undiscovered Managers Behavioral Val R5
Price$79.72
Change-$0.38 (-0.47%)
VolumeN/A
Net Assets8.88B
GSQRX vs UBVVX Comparison Chart in %
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GSQRX 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 GSQRX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. GSQRX (859M). UBVVX pays higher dividends than GSQRX: UBVVX (1.87) vs GSQRX (0.92). GSQRX was incepted earlier than UBVVX: GSQRX (18 years) vs UBVVX (9 years). GSQRX (1.68) is less costly to investors than UBVVX (0.95). GSQRX is a more actively managed with annual turnover of: 83.00 vs. UBVVX (35.00). GSQRX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : -10.42 vs. GSQRX (-19.78). UBVVX return over 5 years is better than : 41.70 vs. GSQRX (-25.14).
| GSQRX | UBVVX | GSQRX / UBVVX | |
| Total Expense Ratio | 1.50 | 0.90 | 167% |
| Annual Report Gross Expense Ratio | 1.68 | 0.95 | 177% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 3.639 | -5.073 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 859M | 8.88B | 10% |
| Annual Yield % from dividends | 0.92 | 1.87 | 49% |
| Returns for 1 year | -19.78 | -10.42 | 190% |
| Returns for 3 years | -23.14 | -0.89 | 2,598% |
| Returns for 5 years | -25.14 | 41.70 | -60% |
| Returns for 10 years | -32.16 | N/A | - |
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