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SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$41.92
Change-$1.16 (-2.69%)
VolumeN/A
Net Assets5.67B
Undiscovered Managers Behavioral Val I
Price$78.33
Change-$2.53 (-3.13%)
VolumeN/A
Net Assets9.56B
SSGSX vs UBVSX Comparison Chart
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SSGSX vs. UBVSX commentary
May 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: 9.56B vs. SSGSX (5.67B). UBVSX pays higher dividends than SSGSX: UBVSX (1.95) vs SSGSX (0.54). 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 : -1.89 vs. SSGSX (-10.83). UBVSX return over 5 years is better than : 109.24 vs. SSGSX (26.99).
| 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 | -7.215 | -3.358 | 215% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.67B | 9.56B | 59% |
| Annual Yield % from dividends | 0.54 | 1.95 | 28% |
| Returns for 1 year | -10.83 | -1.89 | 574% |
| Returns for 3 years | -5.32 | 4.39 | -121% |
| Returns for 5 years | 26.99 | 109.24 | 25% |
| Returns for 10 years | 9.83 | 49.78 | 20% |
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