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SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
Undiscovered Managers Behavioral Val I
Price$85.02
Change+$0.48 (+0.57%)
VolumeN/A
Net Assets9.95B
SSGSX vs UBVSX Comparison Chart in %
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SSGSX vs. UBVSX commentary
Jul 07, 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: 9.95B vs. SSGSX (5.82B). UBVSX pays higher dividends than SSGSX: UBVSX (1.81) vs SSGSX (0.51). 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 : 8.03 vs. SSGSX (-1.26). UBVSX return over 5 years is better than : 105.51 vs. SSGSX (29.33).
| 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 | -2.068 | 1.613 | -128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.82B | 9.95B | 58% |
| Annual Yield % from dividends | 0.51 | 1.81 | 28% |
| Returns for 1 year | -1.26 | 8.03 | -16% |
| Returns for 3 years | 2.38 | 13.64 | 17% |
| Returns for 5 years | 29.33 | 105.51 | 28% |
| Returns for 10 years | 16.52 | 58.24 | 28% |
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