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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$52.14
Change-$0.53 (-1.01%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R3
Price$86.48
Change-$0.39 (-0.45%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVTX Comparison Chart
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SSGSX vs. UBVTX commentary
Nov 18, 2024
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 StrongBuy and UBVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10.6B vs. SSGSX (6.96B). 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 : 18.85 vs. SSGSX (13.80). UBVTX return over 5 years is better than : 44.49 vs. SSGSX (14.39).
| 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 | 9.331 | 13.610 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.96B | 10.6B | 66% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | 13.80 | 18.85 | 73% |
| Returns for 3 years | -12.22 | 4.37 | -280% |
| Returns for 5 years | 14.39 | 44.49 | 32% |
| Returns for 10 years | 26.20 | N/A | - |
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