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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$39.06
Change+$0.45 (+1.17%)
VolumeN/A
Net Assets5.17B
Undiscovered Managers Behavioral Val R6
Price$73.18
Change+$0.91 (+1.26%)
VolumeN/A
Net Assets8.6B
SSGSX vs UBVFX Comparison Chart
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SSGSX vs. UBVFX commentary
Apr 12, 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 UBVFX is a Hold.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 8.6B vs. SSGSX (5.17B). UBVFX pays higher dividends than SSGSX: UBVFX (1.99) vs SSGSX (0.52). SSGSX was incepted earlier than UBVFX: SSGSX (26 years) vs UBVFX (12 years). SSGSX (1.26) is less costly to investors than UBVFX (0.85). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVFX (27.00). SSGSX has a lower initial minimum investment than UBVFX: SSGSX (2500) vs UBVFX (15000000). UBVFX annual gain was more profitable for investors over the last year : -9.71 vs. SSGSX (-18.12). UBVFX return over 5 years is better than : 85.08 vs. SSGSX (13.51).
| SSGSX | UBVFX | SSGSX / UBVFX | |
| Total Expense Ratio | 1.26 | 0.80 | 158% |
| Annual Report Gross Expense Ratio | 1.26 | 0.85 | 148% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | -16.843 | -14.250 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.17B | 8.6B | 60% |
| Annual Yield % from dividends | 0.52 | 1.99 | 26% |
| Returns for 1 year | -18.12 | -9.71 | 187% |
| Returns for 3 years | -17.94 | -10.99 | 163% |
| Returns for 5 years | 13.51 | 85.08 | 16% |
| Returns for 10 years | -1.50 | 37.71 | -4% |
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