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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.83 (-1.78%)
VolumeN/A
Net Assets6.33B
Undiscovered Managers Behavioral Val R3
Price$79.83
Change-$1.50 (-1.84%)
VolumeN/A
Net Assets10.23B
SSGSX vs UBVTX Comparison Chart
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SSGSX vs. UBVTX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10.2B vs. SSGSX (6.33B). 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 : 6.86 vs. SSGSX (-2.79). UBVTX return over 5 years is better than : 44.38 vs. SSGSX (4.83).
| 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 | -1.357 | -0.325 | 418% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 10.2B | 62% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | -2.79 | 6.86 | -41% |
| Returns for 3 years | -5.27 | 1.85 | -284% |
| Returns for 5 years | 4.83 | 44.38 | 11% |
| Returns for 10 years | 19.06 | N/A | - |
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