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SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$46.65
Change+$0.87 (+1.90%)
VolumeN/A
Net Assets6.43B
Undiscovered Managers Behavioral Val I
Price$84.19
Change+$1.39 (+1.68%)
VolumeN/A
Net Assets10.11B
SSGSX vs UBVSX Comparison Chart
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SSGSX vs. UBVSX commentary
Jan 15, 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 UBVSX is a Buy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 10.1B vs. SSGSX (6.43B). 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 : 8.97 vs. SSGSX (-0.43). UBVSX return over 5 years is better than : 41.54 vs. SSGSX (2.21).
| 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 | -2.369 | -1.040 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.43B | 10.1B | 64% |
| Annual Yield % from dividends | 0.35 | 1.45 | 24% |
| Returns for 1 year | -0.43 | 8.97 | -5% |
| Returns for 3 years | -12.25 | -1.64 | 749% |
| Returns for 5 years | 2.21 | 41.54 | 5% |
| Returns for 10 years | 23.36 | 71.00 | 33% |
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