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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.32B
Undiscovered Managers Behavioral Val R3
Price$79.58
Change+$0.43 (+0.54%)
VolumeN/A
Net Assets9.51B
SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX commentary
Oct 19, 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 UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.51B vs. SSGSX (5.32B). UBVTX pays higher dividends than SSGSX: UBVTX (1.48) vs SSGSX (0.48). SSGSX was incepted earlier than UBVTX: SSGSX (27 years) vs UBVTX (9 years). UBVTX (1.36) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVTX (35.00). UBVTX has a lower initial minimum investment than SSGSX: UBVTX (0) vs SSGSX (2500). UBVTX annual gain was more profitable for investors over the last year : -5.39 vs. SSGSX (-8.48). UBVTX return over 5 years is better than : 72.52 vs. SSGSX (18.06).
| SSGSX | UBVTX | SSGSX / UBVTX | |
| Total Expense Ratio | 1.26 | 1.30 | 97% |
| Annual Report Gross Expense Ratio | 1.26 | 1.36 | 93% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -1.034 | -0.637 | 162% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.32B | 9.51B | 56% |
| Annual Yield % from dividends | 0.48 | 1.48 | 32% |
| Returns for 1 year | -8.48 | -5.39 | 158% |
| Returns for 3 years | 1.10 | 9.39 | 12% |
| Returns for 5 years | 18.06 | 72.52 | 25% |
| Returns for 10 years | 18.76 | N/A | - |
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