Ad is loading...
SSGSX vs UBVUX
SSGSX vs UBVUX Comparison
Open Charts SSGSX vs UBVUX
Victory Sycamore Small Company Opp A
Price$46.27
Change+$0.19 (+0.41%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R4
Price$82.53
Change+$0.88 (+1.08%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVUX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSGSX vs. UBVUX commentary
Dec 23, 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 UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 10.1B vs. SSGSX (6.56B). UBVUX pays higher dividends than SSGSX: UBVUX (1.42) vs SSGSX (0.35). SSGSX was incepted earlier than UBVUX: SSGSX (26 years) vs UBVUX (8 years). UBVUX is a more actively managed with annual turnover of: 39.00 vs. SSGSX (32.00). 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 : 6.57 vs. SSGSX (-2.21). UBVUX return over 5 years is better than : 38.68 vs. SSGSX (3.48).
| SSGSX | UBVUX | SSGSX / UBVUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | -2.495 | 6.195 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 10.1B | 65% |
| Annual Yield % from dividends | 0.35 | 1.42 | 25% |
| Returns for 1 year | -2.21 | 6.57 | -34% |
| Returns for 3 years | -6.46 | 6.87 | -94% |
| Returns for 5 years | 3.48 | 38.68 | 9% |
| Returns for 10 years | 11.00 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PHO | 66.60 | 0.59 | +0.89% |
| Invesco Water Resources ETF | |||
| BNGE | 28.26 | 0.25 | +0.87% |
| First Trust S-Network Strmng & Gmng ETF | |||
| QMAR | 29.88 | 0.24 | +0.81% |
| FT Vest Nasdaq-100 Buffer ETF – Mar | |||
| XOMO | 14.64 | 0.07 | +0.48% |
| YieldMax XOM Option Income Strategy ETF | |||
| AGZD | 22.50 | N/A | N/A |
| WisdomTree Interest RtHdgUS Aggt Bd ETF | |||