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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$47.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets6.68B
Undiscovered Managers Behavioral Val R3
Price$82.64
Change+$0.38 (+0.46%)
VolumeN/A
Net Assets10.56B
SSGSX vs UBVTX Comparison Chart
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SSGSX vs. UBVTX commentary
Jan 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 Hold and UBVTX is a Buy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10.6B vs. SSGSX (6.68B). UBVTX pays higher dividends than SSGSX: UBVTX (1.26) vs SSGSX (0.35). SSGSX was incepted earlier than UBVTX: SSGSX (26 years) vs UBVTX (8 years). UBVTX is a more actively managed with annual turnover of: 39.00 vs. SSGSX (32.00). 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 : 14.59 vs. SSGSX (5.16). UBVTX return over 5 years is better than : 43.21 vs. SSGSX (6.38).
| SSGSX | UBVTX | SSGSX / UBVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 2.434 | 3.184 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.68B | 10.6B | 63% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | 5.16 | 14.59 | 35% |
| Returns for 3 years | -6.06 | 2.76 | -220% |
| Returns for 5 years | 6.38 | 43.21 | 15% |
| Returns for 10 years | 30.43 | N/A | - |
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