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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$44.37
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets4.96B
Undiscovered Managers Behavioral Val R3
Price$75.76
Change-$0.37 (-0.49%)
VolumeN/A
Net Assets8.88B
SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX commentary
Nov 20, 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 UBVTX is a Hold.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 8.88B vs. SSGSX (4.96B). UBVTX pays higher dividends than SSGSX: UBVTX (1.54) vs SSGSX (0.49). 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 : -10.90 vs. SSGSX (-13.94). UBVTX return over 5 years is better than : 38.21 vs. SSGSX (2.50).
| 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 | -4.243 | -5.406 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 8.88B | 56% |
| Annual Yield % from dividends | 0.49 | 1.54 | 32% |
| Returns for 1 year | -13.94 | -10.90 | 128% |
| Returns for 3 years | -10.31 | -2.47 | 418% |
| Returns for 5 years | 2.50 | 38.21 | 7% |
| Returns for 10 years | 12.84 | N/A | - |
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