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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$41.78
Change+$0.72 (+1.75%)
VolumeN/A
Net Assets5.44B
Undiscovered Managers Behavioral Val R6
Price$78.86
Change+$1.99 (+2.59%)
VolumeN/A
Net Assets9.02B
SSGSX vs UBVFX Comparison Chart
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SSGSX vs. UBVFX commentary
May 09, 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 Buy and UBVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 9.02B vs. SSGSX (5.44B). UBVFX pays higher dividends than SSGSX: UBVFX (2.12) vs SSGSX (0.54). 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 : -5.83 vs. SSGSX (-13.71). UBVFX return over 5 years is better than : 96.53 vs. SSGSX (20.02).
| 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 | -11.566 | -8.792 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.44B | 9.02B | 60% |
| Annual Yield % from dividends | 0.54 | 2.12 | 26% |
| Returns for 1 year | -13.71 | -5.83 | 235% |
| Returns for 3 years | -10.63 | -1.56 | 682% |
| Returns for 5 years | 20.02 | 96.53 | 21% |
| Returns for 10 years | 5.67 | 45.72 | 12% |
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