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SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
Undiscovered Managers Behavioral Val I
Price$83.44
Change-$1.55 (-1.82%)
VolumeN/A
Net Assets10.23B
SSGSX vs UBVSX Comparison Chart
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SSGSX vs. UBVSX commentary
Feb 23, 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: 10.2B vs. SSGSX (6.33B). 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 : 7.32 vs. SSGSX (-2.79). UBVSX return over 5 years is better than : 47.27 vs. SSGSX (4.83).
| 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 | -1.357 | -0.275 | 494% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 10.2B | 62% |
| Annual Yield % from dividends | 0.35 | 1.45 | 24% |
| Returns for 1 year | -2.79 | 7.32 | -38% |
| Returns for 3 years | -5.27 | 3.27 | -161% |
| Returns for 5 years | 4.83 | 47.27 | 10% |
| Returns for 10 years | 19.06 | 61.72 | 31% |
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