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GSQTX vs UBVVX
GSQTX vs UBVVX Comparison
Open Charts GSQTX vs UBVVX
Goldman Sachs Small Cap Value I
Price$35.46
Change-$0.73 (-2.02%)
VolumeN/A
Net Assets904.16M
Undiscovered Managers Behavioral Val R5
Price$83.26
Change-$1.22 (-1.44%)
VolumeN/A
Net Assets9.61B
GSQTX vs UBVVX Comparison Chart in %
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GSQTX vs. UBVVX commentary
Oct 17, 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 GSQTX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.61B vs. GSQTX (904M). UBVVX pays higher dividends than GSQTX: UBVVX (1.80) vs GSQTX (1.27). GSQTX was incepted earlier than UBVVX: GSQTX (18 years) vs UBVVX (9 years). GSQTX (1.18) is less costly to investors than UBVVX (0.95). GSQTX is a more actively managed with annual turnover of: 83.00 vs. UBVVX (35.00). GSQTX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : -4.04 vs. GSQTX (-13.65). UBVVX return over 5 years is better than : 78.52 vs. GSQTX (-9.62).
| GSQTX | UBVVX | GSQTX / UBVVX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.18 | 0.95 | 124% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 8.224 | 0.595 | 1,381% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 904M | 9.61B | 9% |
| Annual Yield % from dividends | 1.27 | 1.80 | 70% |
| Returns for 1 year | -13.65 | -4.04 | 338% |
| Returns for 3 years | -11.00 | 13.79 | -80% |
| Returns for 5 years | -9.62 | 78.52 | -12% |
| Returns for 10 years | -23.39 | N/A | - |
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