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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
Undiscovered Managers Behavioral Val R3
Price$76.83
Change+$1.04 (+1.37%)
VolumeN/A
Net Assets9.34B
SSGSX vs UBVTX Comparison Chart
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SSGSX vs. UBVTX commentary
Jun 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.34B vs. SSGSX (5.55B). 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 : -1.17 vs. SSGSX (-9.66). UBVTX return over 5 years is better than : 62.48 vs. SSGSX (8.79).
| 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 | -8.594 | -5.369 | 160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 9.34B | 59% |
| Annual Yield % from dividends | 0.52 | 1.60 | 33% |
| Returns for 1 year | -9.66 | -1.17 | 826% |
| Returns for 3 years | -12.89 | -6.05 | 213% |
| Returns for 5 years | 8.79 | 62.48 | 14% |
| Returns for 10 years | 8.65 | N/A | - |
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