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SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$40.62
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets5.38B
Undiscovered Managers Behavioral Val I
Price$75.81
Change+$0.35 (+0.46%)
VolumeN/A
Net Assets8.95B
SSGSX vs UBVSX Comparison Chart
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SSGSX vs. UBVSX commentary
Apr 29, 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 Buy and UBVSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 8.95B vs. SSGSX (5.38B). 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 : -5.49 vs. SSGSX (-13.14). UBVSX return over 5 years is better than : 80.30 vs. SSGSX (12.80).
| 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 | -12.923 | -9.812 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.38B | 8.95B | 60% |
| Annual Yield % from dividends | 0.52 | 1.83 | 28% |
| Returns for 1 year | -13.14 | -5.49 | 240% |
| Returns for 3 years | -13.42 | -4.47 | 300% |
| Returns for 5 years | 12.80 | 80.30 | 16% |
| Returns for 10 years | 4.70 | 41.24 | 11% |
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