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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
Undiscovered Managers Behavioral Val R6
Price$81.01
Change+$1.10 (+1.38%)
VolumeN/A
Net Assets9.34B
SSGSX vs UBVFX Comparison Chart
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SSGSX vs. UBVFX commentary
Jun 07, 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: 9.34B vs. SSGSX (5.55B). UBVFX pays higher dividends than SSGSX: UBVFX (2.02) 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 : -0.55 vs. SSGSX (-9.66). UBVFX return over 5 years is better than : 67.35 vs. SSGSX (8.79).
| 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 | -8.594 | -5.185 | 166% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 9.34B | 59% |
| Annual Yield % from dividends | 0.52 | 2.02 | 26% |
| Returns for 1 year | -9.66 | -0.55 | 1,751% |
| Returns for 3 years | -12.89 | -4.29 | 301% |
| Returns for 5 years | 8.79 | 67.35 | 13% |
| Returns for 10 years | 8.65 | 52.03 | 17% |
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