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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$39.45
Change+$0.34 (+0.87%)
VolumeN/A
Net Assets5.26B
Undiscovered Managers Behavioral Val R2
Price$70.33
Change+$0.72 (+1.03%)
VolumeN/A
Net Assets8.8B
SSGSX vs UBVRX Comparison Chart
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SSGSX vs. UBVRX commentary
Apr 19, 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 Buy and UBVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 8.8B vs. SSGSX (5.27B). UBVRX pays higher dividends than SSGSX: UBVRX (1.36) vs SSGSX (0.52). SSGSX was incepted earlier than UBVRX: SSGSX (26 years) vs UBVRX (12 years). UBVRX (1.62) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVRX (27.00). 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 : -5.24 vs. SSGSX (-13.36). UBVRX return over 5 years is better than : 95.69 vs. SSGSX (19.74).
| SSGSX | UBVRX | SSGSX / UBVRX | |
| Total Expense Ratio | 1.26 | 1.55 | 81% |
| Annual Report Gross Expense Ratio | 1.26 | 1.62 | 78% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | -15.033 | -12.044 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 8.8B | 60% |
| Annual Yield % from dividends | 0.52 | 1.36 | 38% |
| Returns for 1 year | -13.36 | -5.24 | 255% |
| Returns for 3 years | -17.42 | -11.80 | 148% |
| Returns for 5 years | 19.74 | 95.69 | 21% |
| Returns for 10 years | 1.02 | 30.19 | 3% |
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