Ad is loading...
SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$38.73
Change-$1.63 (-4.04%)
VolumeN/A
Net Assets5.22B
Undiscovered Managers Behavioral Val I
Price$72.50
Change-$3.58 (-4.71%)
VolumeN/A
Net Assets9.18B
SSGSX vs UBVSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSGSX vs. UBVSX commentary
Apr 06, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 9.18B vs. SSGSX (5.22B). UBVSX pays higher dividends than SSGSX: UBVSX (1.83) vs SSGSX (0.52). SSGSX was incepted earlier than UBVSX: SSGSX (26 years) vs UBVSX (12 years). SSGSX (1.26) is less costly to investors than UBVSX (1.10). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVSX (27.00). 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 : -5.44 vs. SSGSX (-18.79). UBVSX return over 5 years is better than : 139.40 vs. SSGSX (34.25).
| SSGSX | UBVSX | SSGSX / UBVSX | |
| Total Expense Ratio | 1.26 | 0.99 | 127% |
| Annual Report Gross Expense Ratio | 1.26 | 1.10 | 115% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | -16.584 | -9.071 | 183% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.22B | 9.18B | 57% |
| Annual Yield % from dividends | 0.52 | 1.83 | 28% |
| Returns for 1 year | -18.79 | -5.44 | 345% |
| Returns for 3 years | -19.10 | -6.72 | 284% |
| Returns for 5 years | 34.25 | 139.40 | 25% |
| Returns for 10 years | -0.92 | 43.95 | -2% |
View a ticker or compare two or three
VS
VS
Ad is loading...