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SSGSX vs UBVUX
SSGSX vs UBVUX Comparison
Open Charts SSGSX vs UBVUX
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
Undiscovered Managers Behavioral Val R4
Price$84.68
Change+$0.49 (+0.58%)
VolumeN/A
Net Assets9.95B
SSGSX vs UBVUX Comparison Chart in %
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SSGSX vs. UBVUX commentary
Jul 06, 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: 9.95B vs. SSGSX (5.82B). UBVUX pays higher dividends than SSGSX: UBVUX (1.73) vs SSGSX (0.51). 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 : 7.95 vs. SSGSX (-1.26). UBVUX return over 5 years is better than : 104.93 vs. SSGSX (29.33).
| 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 | -2.068 | 1.583 | -131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.82B | 9.95B | 58% |
| Annual Yield % from dividends | 0.51 | 1.73 | 29% |
| Returns for 1 year | -1.26 | 7.95 | -16% |
| Returns for 3 years | 2.38 | 13.35 | 18% |
| Returns for 5 years | 29.33 | 104.93 | 28% |
| Returns for 10 years | 16.52 | N/A | - |
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