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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$52.14
Change-$0.53 (-1.01%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R6
Price$91.19
Change-$0.41 (-0.45%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVFX Comparison Chart
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SSGSX vs. UBVFX commentary
Nov 18, 2024
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 StrongBuy and UBVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 10.6B vs. SSGSX (6.96B). 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 : 19.84 vs. SSGSX (13.80). UBVFX return over 5 years is better than : 48.87 vs. SSGSX (14.39).
| 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 | 9.331 | 14.102 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.96B | 10.6B | 66% |
| Annual Yield % from dividends | 0.35 | 1.61 | 22% |
| Returns for 1 year | 13.80 | 19.84 | 70% |
| Returns for 3 years | -12.22 | 6.30 | -194% |
| Returns for 5 years | 14.39 | 48.87 | 29% |
| Returns for 10 years | 26.20 | 76.82 | 34% |
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