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SSGSX vs UBVAX
SSGSX vs UBVAX Comparison
Open Charts SSGSX vs UBVAX
Victory Sycamore Small Company Opp A
Price$45.66
Change+$0.31 (+0.68%)
VolumeN/A
Net Assets6.26B
Undiscovered Managers Behavioral Val A
Price$80.73
Change+$0.61 (+0.76%)
VolumeN/A
Net Assets10.16B
SSGSX vs UBVAX Comparison Chart
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SSGSX vs. UBVAX commentary
Mar 01, 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 Hold and UBVAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVAX has more cash in the bank: 10.2B vs. SSGSX (6.26B). UBVAX pays higher dividends than SSGSX: UBVAX (1.32) vs SSGSX (0.35). SSGSX was incepted earlier than UBVAX: SSGSX (26 years) vs UBVAX (21 years). UBVAX is a more actively managed with annual turnover of: 39.00 vs. SSGSX (32.00). 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 : 7.07 vs. SSGSX (-2.96). UBVAX return over 5 years is better than : 66.94 vs. SSGSX (19.48).
| SSGSX | UBVAX | SSGSX / UBVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | -1.594 | -0.382 | 417% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.26B | 10.2B | 61% |
| Annual Yield % from dividends | 0.35 | 1.32 | 27% |
| Returns for 1 year | -2.96 | 7.07 | -42% |
| Returns for 3 years | -7.26 | -1.13 | 644% |
| Returns for 5 years | 19.48 | 66.94 | 29% |
| Returns for 10 years | 18.60 | 56.24 | 33% |
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