Ad is loading...
SSGSX vs UBVLX
SSGSX vs UBVLX Comparison
Open Charts SSGSX vs UBVLX
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
Undiscovered Managers Behavioral Val L
Price$83.87
Change-$1.57 (-1.84%)
VolumeN/A
Net Assets10.23B
SSGSX vs UBVLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSGSX vs. UBVLX commentary
Feb 23, 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 Hold and UBVLX is a Hold.
FUNDAMENTALS
Fundamentals
UBVLX has more cash in the bank: 10.2B vs. SSGSX (6.33B). 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 : 7.43 vs. SSGSX (-2.79). UBVLX return over 5 years is better than : 48.07 vs. SSGSX (4.83).
| 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 | -1.357 | -0.273 | 496% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 10.2B | 62% |
| Annual Yield % from dividends | 0.35 | 1.52 | 23% |
| Returns for 1 year | -2.79 | 7.43 | -38% |
| Returns for 3 years | -5.27 | 3.53 | -149% |
| Returns for 5 years | 4.83 | 48.07 | 10% |
| Returns for 10 years | 19.06 | 63.75 | 30% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers