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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$38.61
Change-$1.79 (-4.43%)
VolumeN/A
Net Assets5.42B
Undiscovered Managers Behavioral Val R3
Price$71.84
Change+$5.30 (+7.97%)
VolumeN/A
Net Assets9.01B
SSGSX vs UBVTX Comparison Chart
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SSGSX vs. UBVTX commentary
Apr 11, 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: 9.01B vs. SSGSX (5.42B). UBVTX pays higher dividends than SSGSX: UBVTX (1.57) 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 : -15.33 vs. SSGSX (-22.84). UBVTX return over 5 years is better than : 74.28 vs. SSGSX (9.75).
| 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 | -19.599 | -16.918 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.42B | 9.01B | 60% |
| Annual Yield % from dividends | 0.52 | 1.57 | 33% |
| Returns for 1 year | -22.84 | -15.33 | 149% |
| Returns for 3 years | -20.66 | -15.35 | 135% |
| Returns for 5 years | 9.75 | 74.28 | 13% |
| Returns for 10 years | -4.90 | N/A | - |
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