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SSGSX vs UBVVX
SSGSX vs UBVVX Comparison
Open Charts SSGSX vs UBVVX
Victory Sycamore Small Company Opp A
Price$39.45
Change+$0.34 (+0.87%)
VolumeN/A
Net Assets5.26B
Undiscovered Managers Behavioral Val R5
Price$74.01
Change+$0.76 (+1.04%)
VolumeN/A
Net Assets8.8B
SSGSX vs UBVVX Comparison Chart
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SSGSX vs. UBVVX commentary
Apr 19, 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: 8.8B vs. SSGSX (5.27B). UBVVX pays higher dividends than SSGSX: UBVVX (1.92) 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 : -4.49 vs. SSGSX (-13.36). UBVVX return over 5 years is better than : 102.75 vs. SSGSX (19.74).
| 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 | -15.033 | -11.872 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 8.8B | 60% |
| Annual Yield % from dividends | 0.52 | 1.92 | 27% |
| Returns for 1 year | -13.36 | -4.49 | 298% |
| Returns for 3 years | -17.42 | -9.88 | 176% |
| Returns for 5 years | 19.74 | 102.75 | 19% |
| Returns for 10 years | 1.02 | N/A | - |
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