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GSQRX vs UBVVX
GSQRX vs UBVVX Comparison
Open Charts GSQRX vs UBVVX
GSQRX vs UBVVX Comparison Chart in %
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GSQRX vs. UBVVX commentary
Jun 15, 2026
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 Buy and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.99B vs. GSQRX (975M). UBVVX pays higher dividends than GSQRX: UBVVX (1.68) vs GSQRX (0.21). GSQRX was incepted earlier than UBVVX: GSQRX (19 years) vs UBVVX (9 years). GSQRX (1.69) is less costly to investors than UBVVX (0.94). GSQRX is a more actively managed with annual turnover of: 82.00 vs. UBVVX (35.00). GSQRX (0) and UBVVX (0) have matching initial minimum investment requirements. GSQRX annual gain was more profitable for investors over the last year : 9.72 vs. UBVVX (8.57). UBVVX return over 5 years is better than : 9.18 vs. GSQRX (-42.68).
| GSQRX | UBVVX | GSQRX / UBVVX | |
| Total Expense Ratio | 1.51 | 0.90 | 168% |
| Annual Report Gross Expense Ratio | 1.69 | 0.94 | 180% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 19.235 | 10.400 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 975M | 8.99B | 11% |
| Annual Yield % from dividends | 0.21 | 1.68 | 12% |
| Returns for 1 year | 9.72 | 8.57 | 113% |
| Returns for 3 years | -1.87 | 18.08 | -10% |
| Returns for 5 years | -42.68 | 9.18 | -465% |
| Returns for 10 years | -26.18 | N/A | - |
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