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GSSMX vs UBVVX
GSSMX vs UBVVX Comparison
Open Charts GSSMX vs UBVVX
Goldman Sachs Small Cap Value A
Price$36.41
Change-$0.24 (-0.65%)
VolumeN/A
Net Assets939.43M
Undiscovered Managers Behavioral Val R5
Price$85.13
Change-$0.86 (-1.00%)
VolumeN/A
Net Assets9.84B
GSSMX vs UBVVX Comparison Chart in %
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GSSMX vs. UBVVX commentary
Sep 26, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.84B vs. GSSMX (939M). UBVVX pays higher dividends than GSSMX: UBVVX (1.77) vs GSSMX (1.06). 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 (27.00). 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 : 0.80 vs. GSSMX (-10.68). UBVVX return over 5 years is better than : 107.32 vs. GSSMX (-0.54).
| 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 | 7.604 | 2.393 | 318% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 939M | 9.84B | 10% |
| Annual Yield % from dividends | 1.06 | 1.77 | 60% |
| Returns for 1 year | -10.68 | 0.80 | -1,331% |
| Returns for 3 years | -7.29 | 21.87 | -33% |
| Returns for 5 years | -0.54 | 107.32 | -1% |
| Returns for 10 years | -19.89 | N/A | - |
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