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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$44.98
Change+$0.52 (+1.17%)
VolumeN/A
Net Assets5.66B
Undiscovered Managers Behavioral Val R3
Price$80.55
Change+$0.99 (+1.24%)
VolumeN/A
Net Assets9.71B
SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX commentary
Jul 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 Buy and UBVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 9.71B vs. SSGSX (5.66B). UBVTX pays higher dividends than SSGSX: UBVTX (1.56) vs SSGSX (0.51). 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 : -3.65 vs. SSGSX (-11.31). UBVTX return over 5 years is better than : 90.77 vs. SSGSX (21.70).
| 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 | -4.243 | -0.662 | 641% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.66B | 9.71B | 58% |
| Annual Yield % from dividends | 0.51 | 1.56 | 33% |
| Returns for 1 year | -11.31 | -3.65 | 310% |
| Returns for 3 years | 1.30 | 10.92 | 12% |
| Returns for 5 years | 21.70 | 90.77 | 24% |
| Returns for 10 years | 14.39 | N/A | - |
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