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SSGSX vs UBVUX
SSGSX vs UBVUX Comparison
Open Charts SSGSX vs UBVUX
Victory Sycamore Small Company Opp A
Price$47.72
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets6.7B
Undiscovered Managers Behavioral Val R4
Price$86.09
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets10.57B
SSGSX vs UBVUX Comparison Chart
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SSGSX vs. UBVUX commentary
Jan 24, 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 Buy.
FUNDAMENTALS
Fundamentals
UBVUX has more cash in the bank: 10.6B vs. SSGSX (6.7B). 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 : 12.71 vs. SSGSX (3.85). UBVUX return over 5 years is better than : 49.17 vs. SSGSX (8.98).
| 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 | 2.778 | 3.275 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.7B | 10.6B | 63% |
| Annual Yield % from dividends | 0.35 | 1.42 | 25% |
| Returns for 1 year | 3.85 | 12.71 | 30% |
| Returns for 3 years | -2.86 | 7.84 | -37% |
| Returns for 5 years | 8.98 | 49.17 | 18% |
| Returns for 10 years | 27.24 | N/A | - |
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