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SSGSX vs UBVVX
SSGSX vs UBVVX Comparison
Open Charts SSGSX vs UBVVX
Victory Sycamore Small Company Opp A
Price$41.78
Change+$0.72 (+1.75%)
VolumeN/A
Net Assets5.44B
Undiscovered Managers Behavioral Val R5
Price$78.56
Change+$1.99 (+2.60%)
VolumeN/A
Net Assets9.02B
SSGSX vs UBVVX Comparison Chart
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SSGSX vs. UBVVX commentary
May 09, 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 UBVVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.02B vs. SSGSX (5.44B). UBVVX pays higher dividends than SSGSX: UBVVX (2.04) vs SSGSX (0.54). SSGSX was incepted earlier than UBVVX: SSGSX (26 years) vs UBVVX (8 years). SSGSX (1.26) is less costly to investors than UBVVX (0.95). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVVX (27.00). 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 : -5.93 vs. SSGSX (-13.71). UBVVX return over 5 years is better than : 95.62 vs. SSGSX (20.02).
| SSGSX | UBVVX | SSGSX / UBVVX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 0.95 | 133% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | -11.566 | -8.824 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.44B | 9.02B | 60% |
| Annual Yield % from dividends | 0.54 | 2.04 | 27% |
| Returns for 1 year | -13.71 | -5.93 | 231% |
| Returns for 3 years | -10.63 | -1.82 | 585% |
| Returns for 5 years | 20.02 | 95.62 | 21% |
| Returns for 10 years | 5.67 | N/A | - |
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