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SSGSX vs UBVVX
SSGSX vs UBVVX Comparison
Open Charts SSGSX vs UBVVX
Victory Sycamore Small Company Opp A
Price$47.72
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets6.7B
Undiscovered Managers Behavioral Val R5
Price$86.75
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets10.57B
SSGSX vs UBVVX Comparison Chart
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SSGSX vs. UBVVX 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 UBVVX is a Buy.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 10.6B vs. SSGSX (6.7B). 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 : 12.93 vs. SSGSX (3.85). UBVVX return over 5 years is better than : 50.38 vs. SSGSX (8.98).
| 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 | 2.778 | 3.298 | 84% |
| 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 | 1.53 | 23% |
| Returns for 1 year | 3.85 | 12.93 | 30% |
| Returns for 3 years | -2.86 | 8.37 | -34% |
| Returns for 5 years | 8.98 | 50.38 | 18% |
| Returns for 10 years | 27.24 | N/A | - |
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