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SSGSX vs UBVVX
SSGSX vs UBVVX Comparison
Open Charts SSGSX vs UBVVX
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.63B
Undiscovered Managers Behavioral Val R5
Price$79.54
Change-$1.47 (-1.81%)
VolumeN/A
Net Assets9.5B
SSGSX vs UBVVX Comparison Chart
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SSGSX vs. UBVVX commentary
Jun 14, 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 UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 9.5B vs. SSGSX (5.63B). UBVVX pays higher dividends than SSGSX: UBVVX (1.95) vs SSGSX (0.52). 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 : 2.45 vs. SSGSX (-6.68). UBVVX return over 5 years is better than : 90.79 vs. SSGSX (23.95).
| 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 | -6.720 | -3.537 | 190% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.63B | 9.5B | 59% |
| Annual Yield % from dividends | 0.52 | 1.95 | 27% |
| Returns for 1 year | -6.68 | 2.45 | -273% |
| Returns for 3 years | -2.14 | 8.14 | -26% |
| Returns for 5 years | 23.95 | 90.79 | 26% |
| Returns for 10 years | 9.06 | N/A | - |
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