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SSGSX vs UBVVX
SSGSX vs UBVVX Comparison
Open Charts SSGSX vs UBVVX
Victory Sycamore Small Company Opp A
Price$46.76
Change+$0.41 (+0.88%)
VolumeN/A
CapitalizationN/A
Undiscovered Managers Behavioral Val R5
Price$84.12
Change+$0.69 (+0.83%)
VolumeN/A
CapitalizationN/A
SSGSX vs UBVVX Comparison Chart
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SSGSX vs. UBVVX commentary
Dec 25, 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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 10.1B vs. SSGSX (6.56B). UBVVX pays higher dividends than SSGSX: UBVVX (1.53) vs SSGSX (0.35). SSGSX was incepted earlier than UBVVX: SSGSX (26 years) vs UBVVX (8 years). UBVVX is a more actively managed with annual turnover of: 39.00 vs. SSGSX (32.00). UBVVX has a lower initial minimum investment than SSGSX: UBVVX (0) vs SSGSX (2500). UBVVX annual gain was more profitable for investors over the last year : 6.54 vs. SSGSX (-2.84). UBVVX return over 5 years is better than : 40.59 vs. SSGSX (3.75).
| SSGSX | UBVVX | SSGSX / UBVVX | |
| 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 | 6.738 | -37% |
| 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 | 1.53 | 23% |
| Returns for 1 year | -2.84 | 6.54 | -43% |
| Returns for 3 years | -7.87 | 6.11 | -129% |
| Returns for 5 years | 3.75 | 40.59 | 9% |
| Returns for 10 years | 10.35 | N/A | - |
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