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SSGSX vs UBVCX
SSGSX vs UBVCX Comparison
Open Charts SSGSX vs UBVCX
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
Undiscovered Managers Behavioral Val C
Price$67.84
Change-$4.74 (-6.53%)
VolumeN/A
Net Assets9.83B
SSGSX vs UBVCX Comparison Chart
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SSGSX vs. UBVCX 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 Hold and UBVCX is a Hold.
FUNDAMENTALS
Fundamentals
UBVCX has more cash in the bank: 9.83B vs. SSGSX (5.88B). UBVCX pays higher dividends than SSGSX: UBVCX (1.26) vs SSGSX (0.52). SSGSX was incepted earlier than UBVCX: SSGSX (26 years) vs UBVCX (21 years). UBVCX (1.86) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVCX (27.00). UBVCX has a lower initial minimum investment than SSGSX: UBVCX (1000) vs SSGSX (2500). UBVCX annual gain was more profitable for investors over the last year : -0.73 vs. SSGSX (-9.24). UBVCX return over 5 years is better than : 143.37 vs. SSGSX (51.13).
| SSGSX | UBVCX | SSGSX / UBVCX | |
| Total Expense Ratio | 1.26 | 1.74 | 72% |
| Annual Report Gross Expense Ratio | 1.26 | 1.86 | 68% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | -6.095 | -2.903 | 210% |
| Front Load | 6% | N/A | - |
| 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 | 1.26 | 41% |
| Returns for 1 year | -9.24 | -0.73 | 1,269% |
| Returns for 3 years | -10.59 | -5.09 | 208% |
| Returns for 5 years | 51.13 | 143.37 | 36% |
| Returns for 10 years | 10.74 | 38.28 | 28% |
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