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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$47.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets6.68B
Undiscovered Managers Behavioral Val R6
Price$86.98
Change+$0.40 (+0.46%)
VolumeN/A
Net Assets10.56B
SSGSX vs UBVFX Comparison Chart
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SSGSX vs. UBVFX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 10.6B vs. SSGSX (6.68B). UBVFX pays higher dividends than SSGSX: UBVFX (1.61) vs SSGSX (0.35). SSGSX was incepted earlier than UBVFX: SSGSX (26 years) vs UBVFX (12 years). UBVFX is a more actively managed with annual turnover of: 39.00 vs. SSGSX (32.00). 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 : 15.32 vs. SSGSX (5.32). UBVFX return over 5 years is better than : 47.53 vs. SSGSX (6.54).
| SSGSX | UBVFX | SSGSX / UBVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | 2.585 | 3.204 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.68B | 10.6B | 63% |
| Annual Yield % from dividends | 0.35 | 1.61 | 22% |
| Returns for 1 year | 5.32 | 15.32 | 35% |
| Returns for 3 years | -5.92 | 4.69 | -126% |
| Returns for 5 years | 6.54 | 47.53 | 14% |
| Returns for 10 years | 30.62 | 83.38 | 37% |
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