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GSQTX vs UBVVX
GSQTX vs UBVVX Comparison
Open Charts GSQTX vs UBVVX
GSQTX vs UBVVX Comparison Chart in %
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GSQTX vs. UBVVX commentary
Aug 03, 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 GSQTX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. GSQTX (972M). UBVVX pays higher dividends than GSQTX: UBVVX (1.59) vs GSQTX (0.52). GSQTX was incepted earlier than UBVVX: GSQTX (19 years) vs UBVVX (9 years). GSQTX (1.19) is less costly to investors than UBVVX (0.94). GSQTX is a more actively managed with annual turnover of: 82.00 vs. UBVVX (35.00). GSQTX (0) and UBVVX (0) have matching initial minimum investment requirements. GSQTX annual gain was more profitable for investors over the last year : 10.20 vs. UBVVX (9.60). UBVVX return over 5 years is better than : 18.82 vs. GSQTX (-35.08).
| GSQTX | UBVVX | GSQTX / UBVVX | |
| Total Expense Ratio | 1.01 | 0.90 | 112% |
| Annual Report Gross Expense Ratio | 1.19 | 0.94 | 127% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 20.887 | 14.187 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 972M | 9.02B | 11% |
| Annual Yield % from dividends | 0.52 | 1.59 | 32% |
| Returns for 1 year | 10.20 | 9.60 | 106% |
| Returns for 3 years | -3.30 | 14.27 | -23% |
| Returns for 5 years | -35.08 | 18.82 | -186% |
| Returns for 10 years | -22.31 | N/A | - |
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