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SSGSX vs UBVLX
SSGSX vs UBVLX Comparison
Open Charts SSGSX vs UBVLX
Victory Sycamore Small Company Opp A
Price$52.14
Change-$0.53 (-1.01%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val L
Price$90.93
Change-$0.41 (-0.45%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVLX Comparison Chart
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SSGSX vs. UBVLX 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 UBVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVLX has more cash in the bank: 10.6B vs. SSGSX (6.96B). 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 : 19.71 vs. SSGSX (13.80). UBVLX return over 5 years is better than : 48.22 vs. SSGSX (14.39).
| 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 | 9.331 | 14.005 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.96B | 10.6B | 66% |
| Annual Yield % from dividends | 0.35 | 1.52 | 23% |
| Returns for 1 year | 13.80 | 19.71 | 70% |
| Returns for 3 years | -12.22 | 6.05 | -202% |
| Returns for 5 years | 14.39 | 48.22 | 30% |
| Returns for 10 years | 26.20 | 75.25 | 35% |
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