Ad is loading...
SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$48.53
Change-$0.56 (-1.14%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R6
Price$87.89
Change-$1.07 (-1.20%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSGSX vs. UBVFX commentary
Dec 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 Hold and UBVFX is a Sell.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 10.6B vs. SSGSX (7.03B). 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 : 11.54 vs. SSGSX (4.35). UBVFX return over 5 years is better than : 45.45 vs. SSGSX (9.53).
| 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 | 2.915 | 9.972 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 10.6B | 66% |
| Annual Yield % from dividends | 0.35 | 1.61 | 22% |
| Returns for 1 year | 4.35 | 11.54 | 38% |
| Returns for 3 years | -0.70 | 12.24 | -6% |
| Returns for 5 years | 9.53 | 45.45 | 21% |
| Returns for 10 years | 18.43 | 73.56 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JUNZ | 31.56 | N/A | N/A |
| TrueShares Structured Outcome June ETF | |||
| UDIV | 46.92 | -0.16 | -0.33% |
| Franklin US Core Dividend Tilt Index ETF | |||
| IYY | 147.29 | -0.80 | -0.54% |
| iShares Dow Jones US ETF | |||
| JPUS | 117.80 | -0.91 | -0.76% |
| JPMorgan Diversified Return US Eq ETF | |||
| FDD | 11.32 | -0.13 | -1.13% |
| First Trust STOXX® European Sel Div ETF | |||