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SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$46.89
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets5.44B
Undiscovered Managers Behavioral Val I
Price$85.43
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets9.81B
SSGSX vs UBVSX Comparison Chart in %
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SSGSX vs. UBVSX commentary
Oct 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 Hold and UBVSX is a Buy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 9.81B vs. SSGSX (5.44B). UBVSX pays higher dividends than SSGSX: UBVSX (1.72) vs SSGSX (0.48). SSGSX was incepted earlier than UBVSX: SSGSX (27 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 : 0.88 vs. SSGSX (-4.22). UBVSX return over 5 years is better than : 80.23 vs. SSGSX (19.51).
| SSGSX | UBVSX | SSGSX / UBVSX | |
| Total Expense Ratio | 1.26 | 0.99 | 127% |
| Annual Report Gross Expense Ratio | 1.26 | 1.10 | 115% |
| Fund Existence | 27 years | 12 years | - |
| Gain YTD | 0.237 | 2.163 | 11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.44B | 9.81B | 55% |
| Annual Yield % from dividends | 0.48 | 1.72 | 28% |
| Returns for 1 year | -4.22 | 0.88 | -477% |
| Returns for 3 years | 6.47 | 18.76 | 34% |
| Returns for 5 years | 19.51 | 80.23 | 24% |
| Returns for 10 years | 19.36 | 61.35 | 32% |
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