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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$44.46
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets4.98B
Undiscovered Managers Behavioral Val R6
Price$80.46
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets8.88B
SSGSX vs UBVFX Comparison Chart in %
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SSGSX vs. UBVFX commentary
Nov 20, 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: 8.88B vs. SSGSX (4.98B). UBVFX pays higher dividends than SSGSX: UBVFX (1.94) vs SSGSX (0.49). SSGSX was incepted earlier than UBVFX: SSGSX (27 years) vs UBVFX (13 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 (35.00). 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 : -10.12 vs. SSGSX (-14.44). UBVFX return over 5 years is better than : 42.55 vs. SSGSX (2.06).
| SSGSX | UBVFX | SSGSX / UBVFX | |
| Total Expense Ratio | 1.26 | 0.80 | 158% |
| Annual Report Gross Expense Ratio | 1.26 | 0.85 | 148% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | -4.415 | -4.533 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.98B | 8.88B | 56% |
| Annual Yield % from dividends | 0.49 | 1.94 | 25% |
| Returns for 1 year | -14.44 | -10.12 | 143% |
| Returns for 3 years | -10.47 | -0.15 | 6,978% |
| Returns for 5 years | 2.06 | 42.55 | 5% |
| Returns for 10 years | 12.64 | 50.42 | 25% |
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