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SSGSX vs UBVLX
SSGSX vs UBVLX Comparison
Open Charts SSGSX vs UBVLX
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val L
Price$84.42
Change-$3.20 (-3.65%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVLX Comparison Chart
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SSGSX vs. UBVLX commentary
Dec 19, 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 UBVLX is a Sell.
FUNDAMENTALS
Fundamentals
UBVLX has more cash in the bank: 10.5B vs. SSGSX (6.85B). UBVLX pays higher dividends than SSGSX: UBVLX (1.52) vs SSGSX (0.35). SSGSX was incepted earlier than UBVLX: SSGSX (26 years) vs UBVLX (26 years). UBVLX is a more actively managed with annual turnover of: 39.00 vs. SSGSX (32.00). SSGSX has a lower initial minimum investment than UBVLX: SSGSX (2500) vs UBVLX (3000000). UBVLX annual gain was more profitable for investors over the last year : 11.42 vs. SSGSX (4.35). UBVLX return over 5 years is better than : 44.81 vs. SSGSX (9.53).
| SSGSX | UBVLX | SSGSX / UBVLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 2.915 | 9.855 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.85B | 10.5B | 65% |
| Annual Yield % from dividends | 0.35 | 1.52 | 23% |
| Returns for 1 year | 4.35 | 11.42 | 38% |
| Returns for 3 years | -0.70 | 11.96 | -6% |
| Returns for 5 years | 9.53 | 44.81 | 21% |
| Returns for 10 years | 18.43 | 72.02 | 26% |
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