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SSGSX vs UBVAX
SSGSX vs UBVAX Comparison
Open Charts SSGSX vs UBVAX
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val A
Price$81.27
Change-$3.08 (-3.65%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVAX Comparison Chart
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SSGSX vs. UBVAX commentary
Dec 19, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
UBVAX has more cash in the bank: 10.5B vs. SSGSX (6.85B). 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 : 5.12 vs. SSGSX (1.76). UBVAX return over 5 years is better than : 36.18 vs. SSGSX (7.99).
| 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 | 1.761 | 5.395 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.85B | 10.5B | 65% |
| Annual Yield % from dividends | 0.35 | 1.32 | 27% |
| Returns for 1 year | 1.76 | 5.12 | 34% |
| Returns for 3 years | -1.81 | 6.50 | -28% |
| Returns for 5 years | 7.99 | 36.18 | 22% |
| Returns for 10 years | 17.10 | 58.60 | 29% |
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