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SSGSX vs UBVUX
SSGSX vs UBVUX Comparison
Open Charts SSGSX vs UBVUX
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
Undiscovered Managers Behavioral Val R4
Price$75.79
Change-$5.29 (-6.52%)
VolumeN/A
Net Assets9.83B
SSGSX vs UBVUX Comparison Chart
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SSGSX vs. UBVUX commentary
Apr 04, 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 Hold and UBVUX is a Hold.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 9.83B vs. SSGSX (5.88B). 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 : 0.26 vs. SSGSX (-9.24). UBVUX return over 5 years is better than : 155.38 vs. SSGSX (51.13).
| 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 | -6.095 | -2.735 | 223% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.88B | 9.83B | 60% |
| Annual Yield % from dividends | 0.52 | 1.75 | 29% |
| Returns for 1 year | -9.24 | 0.26 | -3,557% |
| Returns for 3 years | -10.59 | -2.09 | 506% |
| Returns for 5 years | 51.13 | 155.38 | 33% |
| Returns for 10 years | 10.74 | N/A | - |
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