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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$43.86
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets5.64B
Undiscovered Managers Behavioral Val R3
Price$77.86
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets9.56B
SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX commentary
Jun 28, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.56B vs. SSGSX (5.64B). UBVTX pays higher dividends than SSGSX: UBVTX (1.60) vs SSGSX (0.52). SSGSX was incepted earlier than UBVTX: SSGSX (26 years) vs UBVTX (8 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 (27.00). 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 : 3.44 vs. SSGSX (-4.86). UBVTX return over 5 years is better than : 98.19 vs. SSGSX (29.23).
| SSGSX | UBVTX | SSGSX / UBVTX | |
| Total Expense Ratio | 1.26 | 1.30 | 97% |
| Annual Report Gross Expense Ratio | 1.26 | 1.36 | 93% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | -5.600 | -2.772 | 202% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 9.56B | 59% |
| Annual Yield % from dividends | 0.52 | 1.60 | 33% |
| Returns for 1 year | -4.86 | 3.44 | -141% |
| Returns for 3 years | -1.23 | 7.42 | -17% |
| Returns for 5 years | 29.23 | 98.19 | 30% |
| Returns for 10 years | 11.93 | N/A | - |
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