Ad is loading...
SSGSX vs UBVUX
SSGSX vs UBVUX Comparison
Open Charts SSGSX vs UBVUX
Victory Sycamore Small Company Opp A
Price$40.69
Change+$0.63 (+1.57%)
VolumeN/A
Net Assets5.33B
Undiscovered Managers Behavioral Val R4
Price$75.80
Change+$1.22 (+1.64%)
VolumeN/A
Net Assets8.91B
SSGSX vs UBVUX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSGSX vs. UBVUX commentary
Apr 25, 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 UBVUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 8.91B vs. SSGSX (5.33B). UBVUX pays higher dividends than SSGSX: UBVUX (1.75) vs SSGSX (0.52). SSGSX was incepted earlier than UBVUX: SSGSX (26 years) vs UBVUX (8 years). SSGSX (1.26) is less costly to investors than UBVUX (1.11). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVUX (27.00). UBVUX has a lower initial minimum investment than SSGSX: UBVUX (0) vs SSGSX (2500). UBVUX annual gain was more profitable for investors over the last year : -6.77 vs. SSGSX (-14.61). UBVUX return over 5 years is better than : 108.92 vs. SSGSX (23.96).
| SSGSX | UBVUX | SSGSX / UBVUX | |
| Total Expense Ratio | 1.26 | 1.05 | 120% |
| Annual Report Gross Expense Ratio | 1.26 | 1.11 | 114% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | -13.720 | -10.533 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 8.91B | 60% |
| Annual Yield % from dividends | 0.52 | 1.75 | 29% |
| Returns for 1 year | -14.61 | -6.77 | 216% |
| Returns for 3 years | -16.35 | -7.80 | 210% |
| Returns for 5 years | 23.96 | 108.92 | 22% |
| Returns for 10 years | 2.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...