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SSGSX vs UBVAX
SSGSX vs UBVAX Comparison
Open Charts SSGSX vs UBVAX
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
Undiscovered Managers Behavioral Val A
Price$73.77
Change-$5.15 (-6.53%)
VolumeN/A
Net Assets9.83B
SSGSX vs UBVAX Comparison Chart
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SSGSX vs. UBVAX commentary
Apr 04, 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 SSGSX is a Buy and UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVAX has more cash in the bank: 9.83B vs. SSGSX (5.88B). UBVAX pays higher dividends than SSGSX: UBVAX (1.62) vs SSGSX (0.52). SSGSX was incepted earlier than UBVAX: SSGSX (26 years) vs UBVAX (21 years). UBVAX (1.35) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVAX (27.00). SSGSX initial investment is less costly to investors than UBVAX (5%) vs UBVAX (5%). UBVAX has a lower initial minimum investment than SSGSX: UBVAX (1000) vs SSGSX (2500). UBVAX annual gain was more profitable for investors over the last year : 0.01 vs. SSGSX (-9.24). UBVAX return over 5 years is better than : 152.07 vs. SSGSX (51.13).
| SSGSX | UBVAX | SSGSX / UBVAX | |
| Total Expense Ratio | 1.26 | 1.24 | 102% |
| Annual Report Gross Expense Ratio | 1.26 | 1.35 | 93% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | -6.095 | -2.772 | 220% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 9.83B | 60% |
| Annual Yield % from dividends | 0.52 | 1.62 | 32% |
| Returns for 1 year | -9.24 | 0.01 | -132,068% |
| Returns for 3 years | -10.59 | -2.85 | 371% |
| Returns for 5 years | 51.13 | 152.07 | 34% |
| Returns for 10 years | 10.74 | 48.42 | 22% |
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