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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
Undiscovered Managers Behavioral Val R6
Price$84.06
Change-$1.57 (-1.83%)
VolumeN/A
Net Assets10.23B
SSGSX vs UBVFX Comparison Chart
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SSGSX vs. UBVFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 10.2B vs. SSGSX (6.33B). 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 : 7.54 vs. SSGSX (-1.03). UBVFX return over 5 years is better than : 48.73 vs. SSGSX (6.73).
| 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 | 0.431 | -0.261 | -165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 10.2B | 62% |
| Annual Yield % from dividends | 0.35 | 1.61 | 22% |
| Returns for 1 year | -1.03 | 7.54 | -14% |
| Returns for 3 years | -3.55 | 3.77 | -94% |
| Returns for 5 years | 6.73 | 48.73 | 14% |
| Returns for 10 years | 21.22 | 65.25 | 33% |
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