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GTTRX vs UBVVX
GTTRX vs UBVVX Comparison
Open Charts GTTRX vs UBVVX
Goldman Sachs Small Cp Val Insghts R
Price$34.10
Change-$0.51 (-1.47%)
VolumeN/A
Net Assets862.05M
Undiscovered Managers Behavioral Val R5
Price$85.86
Change-$0.84 (-0.97%)
VolumeN/A
Net Assets9.91B
GTTRX vs UBVVX Comparison Chart in %
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GTTRX vs. UBVVX commentary
Oct 08, 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 GTTRX is a Hold and UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.91B vs. GTTRX (862M). UBVVX pays higher dividends than GTTRX: UBVVX (1.80) vs GTTRX (0.64). GTTRX was incepted earlier than UBVVX: GTTRX (18 years) vs UBVVX (9 years). GTTRX (1.50) is less costly to investors than UBVVX (0.95). GTTRX is a more actively managed with annual turnover of: 152.00 vs. UBVVX (27.00). GTTRX (0) and UBVVX (0) have matching initial minimum investment requirements. UBVVX annual gain was more profitable for investors over the last year : 1.67 vs. GTTRX (-11.59). UBVVX return over 5 years is better than : 82.23 vs. GTTRX (4.83).
| GTTRX | UBVVX | GTTRX / UBVVX | |
| Total Expense Ratio | 1.45 | 0.90 | 161% |
| Annual Report Gross Expense Ratio | 1.50 | 0.95 | 158% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 10.118 | 3.239 | 312% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 862M | 9.91B | 9% |
| Annual Yield % from dividends | 0.64 | 1.80 | 36% |
| Returns for 1 year | -11.59 | 1.67 | -694% |
| Returns for 3 years | 19.64 | 20.21 | 97% |
| Returns for 5 years | 4.83 | 82.23 | 6% |
| Returns for 10 years | -2.25 | N/A | - |
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