Ad is loading...
Ad is loading...
SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$53.73
Change+$0.87 (+1.65%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val I
Price$93.73
Change+$1.62 (+1.76%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSGSX vs. UBVSX commentary
Nov 23, 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 UBVSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 10.8B vs. SSGSX (7.04B). UBVSX pays higher dividends than SSGSX: UBVSX (1.45) vs SSGSX (0.35). SSGSX was incepted earlier than UBVSX: SSGSX (26 years) vs UBVSX (12 years). UBVSX is a more actively managed with annual turnover of: 39.00 vs. SSGSX (32.00). SSGSX has a lower initial minimum investment than UBVSX: SSGSX (2500) vs UBVSX (1000000). UBVSX annual gain was more profitable for investors over the last year : 23.34 vs. SSGSX (16.76). UBVSX return over 5 years is better than : 54.94 vs. SSGSX (18.96).
| SSGSX | UBVSX | SSGSX / UBVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | 12.665 | 18.078 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 10.8B | 65% |
| Annual Yield % from dividends | 0.35 | 1.45 | 24% |
| Returns for 1 year | 16.76 | 23.34 | 72% |
| Returns for 3 years | -9.02 | 10.10 | -89% |
| Returns for 5 years | 18.96 | 54.94 | 35% |
| Returns for 10 years | 28.56 | 77.22 | 37% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XOP | 148.67 | 1.76 | +1.20% |
| SPDR® S&P Oil & Gas Explor & Prodtn ETF | |||
| FTAG | 24.59 | 0.27 | +1.11% |
| First Trust Indxx Global Agriculture ETF | |||
| CCRV | 20.97 | 0.06 | +0.30% |
| iShares® Commodity Curve Carry Strat ETF | |||
| BSMT | 23.10 | 0.02 | +0.09% |
| Invesco BulletShares 2029 Muncpl Bd ETF | |||
| EYLD | 32.69 | -0.20 | -0.61% |
| Cambria Emerging Shareholder Yield ETF | |||