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SSGSX vs UBVUX
SSGSX vs UBVUX Comparison
Open Charts SSGSX vs UBVUX
Victory Sycamore Small Company Opp A
Price$42.96
Change+$0.52 (+1.23%)
VolumeN/A
Net Assets5.55B
Undiscovered Managers Behavioral Val R4
Price$80.04
Change+$1.08 (+1.37%)
VolumeN/A
Net Assets9.34B
SSGSX vs UBVUX Comparison Chart
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SSGSX vs. UBVUX commentary
Jun 07, 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: 9.34B vs. SSGSX (5.55B). UBVUX pays higher dividends than SSGSX: UBVUX (1.78) 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 : -0.82 vs. SSGSX (-9.66). UBVUX return over 5 years is better than : 65.25 vs. SSGSX (8.79).
| 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 | -8.594 | -5.278 | 163% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 9.34B | 59% |
| Annual Yield % from dividends | 0.52 | 1.78 | 30% |
| Returns for 1 year | -9.66 | -0.82 | 1,179% |
| Returns for 3 years | -12.89 | -5.00 | 258% |
| Returns for 5 years | 8.79 | 65.25 | 13% |
| Returns for 10 years | 8.65 | N/A | - |
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