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SSGSX vs UBVLX
SSGSX vs UBVLX Comparison
Open Charts SSGSX vs UBVLX
Victory Sycamore Small Company Opp A
Price$39.11
Change-$0.29 (-0.74%)
VolumeN/A
Net Assets5.26B
Undiscovered Managers Behavioral Val L
Price$73.35
Change-$0.55 (-0.74%)
VolumeN/A
Net Assets8.81B
SSGSX vs UBVLX Comparison Chart
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SSGSX vs. UBVLX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UBVLX has more cash in the bank: 8.81B vs. SSGSX (5.26B). UBVLX pays higher dividends than SSGSX: UBVLX (1.90) vs SSGSX (0.52). SSGSX was incepted earlier than UBVLX: SSGSX (26 years) vs UBVLX (26 years). SSGSX (1.26) is less costly to investors than UBVLX (0.95). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVLX (27.00). 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 : -5.01 vs. SSGSX (-14.16). UBVLX return over 5 years is better than : 102.23 vs. SSGSX (19.58).
| SSGSX | UBVLX | SSGSX / UBVLX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 0.95 | 133% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -15.141 | -12.128 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 8.81B | 60% |
| Annual Yield % from dividends | 0.52 | 1.90 | 27% |
| Returns for 1 year | -14.16 | -5.01 | 283% |
| Returns for 3 years | -17.25 | -9.99 | 173% |
| Returns for 5 years | 19.58 | 102.23 | 19% |
| Returns for 10 years | 1.75 | 40.60 | 4% |
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