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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$46.26
Change-$0.32 (-0.69%)
VolumeN/A
Net Assets5.51B
Undiscovered Managers Behavioral Val R2
Price$80.67
Change-$0.82 (-1.01%)
VolumeN/A
Net Assets9.84B
SSGSX vs UBVRX Comparison Chart in %
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SSGSX vs. UBVRX commentary
Sep 26, 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: 9.84B vs. SSGSX (5.51B). UBVRX pays higher dividends than SSGSX: UBVRX (1.26) vs SSGSX (0.47). SSGSX was incepted earlier than UBVRX: SSGSX (27 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 : 0.02 vs. SSGSX (-4.47). UBVRX return over 5 years is better than : 100.10 vs. SSGSX (31.19).
| SSGSX | UBVRX | SSGSX / UBVRX | |
| Total Expense Ratio | 1.26 | 1.55 | 81% |
| Annual Report Gross Expense Ratio | 1.26 | 1.62 | 78% |
| Fund Existence | 27 years | 12 years | - |
| Gain YTD | 0.323 | 1.913 | 17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.51B | 9.84B | 56% |
| Annual Yield % from dividends | 0.47 | 1.26 | 38% |
| Returns for 1 year | -4.47 | 0.02 | -27,664% |
| Returns for 3 years | 9.05 | 19.29 | 47% |
| Returns for 5 years | 31.19 | 100.10 | 31% |
| Returns for 10 years | 27.06 | 64.10 | 42% |
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