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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$52.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R2
Price$87.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVRX Comparison Chart
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SSGSX vs. UBVRX commentary
Nov 22, 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 Buy and UBVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 10.6B vs. SSGSX (6.94B). 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 : 20.17 vs. SSGSX (14.87). UBVRX return over 5 years is better than : 47.72 vs. SSGSX (17.04).
| 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 | 10.841 | 15.454 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.94B | 10.6B | 65% |
| Annual Yield % from dividends | 0.35 | 1.06 | 34% |
| Returns for 1 year | 14.87 | 20.17 | 74% |
| Returns for 3 years | -10.10 | 7.19 | -141% |
| Returns for 5 years | 17.04 | 47.72 | 36% |
| Returns for 10 years | 26.33 | 65.01 | 40% |
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