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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$47.72
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets6.7B
Undiscovered Managers Behavioral Val R2
Price$82.56
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets10.57B
SSGSX vs UBVRX Comparison Chart
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SSGSX vs. UBVRX commentary
Jan 24, 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 UBVRX is a Buy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 10.6B vs. SSGSX (6.7B). UBVRX pays higher dividends than SSGSX: UBVRX (1.06) vs SSGSX (0.35). SSGSX was incepted earlier than UBVRX: SSGSX (26 years) vs UBVRX (12 years). UBVRX is a more actively managed with annual turnover of: 39.00 vs. SSGSX (32.00). UBVRX has a lower initial minimum investment than SSGSX: UBVRX (0) vs SSGSX (2500). UBVRX annual gain was more profitable for investors over the last year : 12.03 vs. SSGSX (3.85). UBVRX return over 5 years is better than : 45.14 vs. SSGSX (8.98).
| SSGSX | UBVRX | SSGSX / UBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | 2.778 | 3.252 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 10.6B | 63% |
| Annual Yield % from dividends | 0.35 | 1.06 | 34% |
| Returns for 1 year | 3.85 | 12.03 | 32% |
| Returns for 3 years | -2.86 | 6.07 | -47% |
| Returns for 5 years | 8.98 | 45.14 | 20% |
| Returns for 10 years | 27.24 | 64.47 | 42% |
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