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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
Sep 05, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.82B vs. GSQRX (936M). UBVVX pays higher dividends than GSQRX: UBVVX (1.59) vs GSQRX (0.20). GSQRX was incepted earlier than UBVVX: GSQRX (19 years) vs UBVVX (10 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. UBVVX annual gain was more profitable for investors over the last year : 4.96 vs. GSQRX (-0.30). UBVVX return over 5 years is better than : 15.36 vs. GSQRX (-41.01).
| 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 | 10 years | - |
| Gain YTD | 18.887 | 14.174 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 8.82B | 11% |
| Annual Yield % from dividends | 0.20 | 1.59 | 13% |
| Returns for 1 year | -0.30 | 4.96 | -6% |
| Returns for 3 years | -5.45 | 17.86 | -31% |
| Returns for 5 years | -41.01 | 15.36 | -267% |
| Returns for 10 years | -32.65 | N/A | - |
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