GSQRX
Price
$33.31
Change
-$0.01 (-0.03%)
Updated
Nov 19 closing price
Net Assets
859.44M
UBVVX
Price
$79.72
Change
-$0.38 (-0.47%)
Updated
Nov 19 closing price
Net Assets
8.88B
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GSQRX vs UBVVX

Header iconGSQRX vs UBVVX Comparison
Open Charts GSQRX vs UBVVXBanner chart's image
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.

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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).
GSQRXUBVVXGSQRX / UBVVX
Total Expense Ratio1.500.90167%
Annual Report Gross Expense Ratio1.680.95177%
Fund Existence18 years9 years-
Gain YTD3.639-5.073-72%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets859M8.88B10%
Annual Yield % from dividends0.921.8749%
Returns for 1 year-19.78-10.42190%
Returns for 3 years-23.14-0.892,598%
Returns for 5 years-25.1441.70-60%
Returns for 10 years-32.16N/A-
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