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SSGSX vs UBVCX
SSGSX vs UBVCX Comparison
Open Charts SSGSX vs UBVCX
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val C
Price$74.58
Change-$2.83 (-3.66%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVCX Comparison Chart
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SSGSX vs. UBVCX 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 UBVCX is a Sell.
FUNDAMENTALS
Fundamentals
UBVCX has more cash in the bank: 10.5B vs. SSGSX (6.85B). UBVCX pays higher dividends than SSGSX: UBVCX (0.75) vs SSGSX (0.35). SSGSX was incepted earlier than UBVCX: SSGSX (26 years) vs UBVCX (21 years). UBVCX is a more actively managed with annual turnover of: 39.00 vs. SSGSX (32.00). 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 : 10.14 vs. SSGSX (4.35). UBVCX return over 5 years is better than : 36.81 vs. SSGSX (9.53).
| SSGSX | UBVCX | SSGSX / UBVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 2.915 | 8.615 | 34% |
| 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 | 0.75 | 47% |
| Returns for 1 year | 4.35 | 10.14 | 43% |
| Returns for 3 years | -0.70 | 8.00 | -9% |
| Returns for 5 years | 9.53 | 36.81 | 26% |
| Returns for 10 years | 18.43 | 53.36 | 35% |
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