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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$43.83
Change+$0.68 (+1.58%)
VolumeN/A
Net Assets5.56B
Undiscovered Managers Behavioral Val R6
Price$82.14
Change+$1.29 (+1.60%)
VolumeN/A
Net Assets9.41B
SSGSX vs UBVFX Comparison Chart in %
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SSGSX vs. UBVFX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 9.41B vs. SSGSX (5.56B). 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 : 2.63 vs. SSGSX (-5.89). UBVFX return over 5 years is better than : 100.94 vs. SSGSX (27.23).
| 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 | -7.064 | -4.070 | 174% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 9.41B | 59% |
| Annual Yield % from dividends | 0.52 | 2.02 | 26% |
| Returns for 1 year | -5.89 | 2.63 | -224% |
| Returns for 3 years | -3.81 | 6.44 | -59% |
| Returns for 5 years | 27.23 | 100.94 | 27% |
| Returns for 10 years | 10.33 | 52.72 | 20% |
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