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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$47.04
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets5.59B
Undiscovered Managers Behavioral Val R3
Price$82.68
Change-$0.40 (-0.48%)
VolumeN/A
Net Assets10B
SSGSX vs UBVTX Comparison Chart in %
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SSGSX vs. UBVTX commentary
Sep 16, 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: 10B vs. SSGSX (5.59B). UBVTX pays higher dividends than SSGSX: UBVTX (1.45) vs SSGSX (0.47). SSGSX was incepted earlier than UBVTX: SSGSX (26 years) vs UBVTX (9 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 : 2.31 vs. SSGSX (-2.92). UBVTX return over 5 years is better than : 89.76 vs. SSGSX (25.08).
| 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 | 9 years | - |
| Gain YTD | 1.443 | 3.733 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 10B | 56% |
| Annual Yield % from dividends | 0.47 | 1.45 | 33% |
| Returns for 1 year | -2.92 | 2.31 | -127% |
| Returns for 3 years | 3.79 | 12.97 | 29% |
| Returns for 5 years | 25.08 | 89.76 | 28% |
| Returns for 10 years | 25.13 | N/A | - |
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