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GSQRX vs UBVVX
GSQRX vs UBVVX Comparison
Open Charts GSQRX vs UBVVX
Goldman Sachs Small Cap Value R
Price$34.31
Change-$0.22 (-0.64%)
VolumeN/A
Net Assets939.43M
Undiscovered Managers Behavioral Val R5
Price$85.13
Change-$0.86 (-1.00%)
VolumeN/A
Net Assets9.84B
GSQRX vs UBVVX Comparison Chart in %
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GSQRX vs. UBVVX commentary
Sep 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 GSQRX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. GSQRX (939M). UBVVX pays higher dividends than GSQRX: UBVVX (1.77) vs GSQRX (0.91). 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 (27.00). GSQRX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 0.80 vs. GSQRX (-11.85). UBVVX return over 5 years is better than : 107.32 vs. GSQRX (-4.23).
| 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 | 7.403 | 2.393 | 309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 9.84B | 10% |
| Annual Yield % from dividends | 0.91 | 1.77 | 52% |
| Returns for 1 year | -11.85 | 0.80 | -1,478% |
| Returns for 3 years | -9.82 | 21.87 | -45% |
| Returns for 5 years | -4.23 | 107.32 | -4% |
| Returns for 10 years | -24.21 | N/A | - |
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