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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$41.78
Change+$0.72 (+1.75%)
VolumeN/A
Net Assets5.44B
Undiscovered Managers Behavioral Val R2
Price$74.63
Change+$1.89 (+2.60%)
VolumeN/A
Net Assets9.02B
SSGSX vs UBVRX Comparison Chart
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SSGSX vs. UBVRX commentary
May 09, 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: 9.02B vs. SSGSX (5.44B). UBVRX pays higher dividends than SSGSX: UBVRX (1.45) vs SSGSX (0.54). 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 : -6.68 vs. SSGSX (-13.71). UBVRX return over 5 years is better than : 88.83 vs. SSGSX (20.02).
| 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 | -11.566 | -9.030 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.44B | 9.02B | 60% |
| Annual Yield % from dividends | 0.54 | 1.45 | 38% |
| Returns for 1 year | -13.71 | -6.68 | 205% |
| Returns for 3 years | -10.63 | -3.90 | 273% |
| Returns for 5 years | 20.02 | 88.83 | 23% |
| Returns for 10 years | 5.67 | 34.44 | 16% |
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