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SSGSX vs UBVTX
SSGSX vs UBVTX Comparison
Open Charts SSGSX vs UBVTX
Victory Sycamore Small Company Opp A
Price$46.41
Change-$2.12 (-4.37%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R3
Price$80.15
Change-$3.05 (-3.67%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVTX Comparison Chart
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SSGSX vs. UBVTX commentary
Dec 19, 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 Hold and UBVTX is a Sell.
FUNDAMENTALS
Fundamentals
UBVTX has more cash in the bank: 10.5B vs. SSGSX (6.85B). 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 : 10.84 vs. SSGSX (4.35). UBVTX return over 5 years is better than : 41.21 vs. SSGSX (9.53).
| 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 | 2.915 | 9.301 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.85B | 10.5B | 65% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | 4.35 | 10.84 | 40% |
| Returns for 3 years | -0.70 | 10.17 | -7% |
| Returns for 5 years | 9.53 | 41.21 | 23% |
| Returns for 10 years | 18.43 | N/A | - |
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