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GSSMX vs UBVVX
GSSMX vs UBVVX Comparison
Open Charts GSSMX vs UBVVX
Goldman Sachs Small Cap Value A
Price$35.38
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets858.56M
Undiscovered Managers Behavioral Val R5
Price$80.10
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets8.88B
GSSMX vs UBVVX Comparison Chart in %
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GSSMX 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 GSSMX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.88B vs. GSSMX (859M). UBVVX pays higher dividends than GSSMX: UBVVX (1.87) vs GSSMX (1.07). GSSMX was incepted earlier than UBVVX: GSSMX (33 years) vs UBVVX (9 years). GSSMX (1.43) is less costly to investors than UBVVX (0.95). GSSMX is a more actively managed with annual turnover of: 83.00 vs. UBVVX (35.00). UBVVX has a lower initial minimum investment than GSSMX: UBVVX (0) vs GSSMX (1000). UBVVX annual gain was more profitable for investors over the last year : -10.23 vs. GSSMX (-18.72). UBVVX return over 5 years is better than : 41.88 vs. GSSMX (-22.64).
| GSSMX | UBVVX | GSSMX / UBVVX | |
| Total Expense Ratio | 1.25 | 0.90 | 139% |
| Annual Report Gross Expense Ratio | 1.43 | 0.95 | 151% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 3.729 | -4.620 | -81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 859M | 8.88B | 10% |
| Annual Yield % from dividends | 1.07 | 1.87 | 58% |
| Returns for 1 year | -18.72 | -10.23 | 183% |
| Returns for 3 years | -21.10 | -0.42 | 5,047% |
| Returns for 5 years | -22.64 | 41.88 | -54% |
| Returns for 10 years | -28.40 | N/A | - |
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