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SSGSX vs UBVAX
SSGSX vs UBVAX Comparison
Open Charts SSGSX vs UBVAX
Victory Sycamore Small Company Opp A
Price$46.76
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets5.07B
Undiscovered Managers Behavioral Val A
Price$78.22
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets9.19B
SSGSX vs UBVAX Comparison Chart in %
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SSGSX vs. UBVAX commentary
Jan 15, 2026
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 UBVAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVAX has more cash in the bank: 9.19B vs. SSGSX (5.07B). UBVAX pays higher dividends than SSGSX: UBVAX (1.52) vs SSGSX (0.61). SSGSX was incepted earlier than UBVAX: SSGSX (27 years) vs UBVAX (22 years). UBVAX (1.34) is less costly to investors than SSGSX (1.23). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVAX (35.00). SSGSX initial investment is less costly to investors than UBVAX (5%) vs UBVAX (5%). UBVAX has a lower initial minimum investment than SSGSX: UBVAX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 2.79 vs. UBVAX (-1.04). UBVAX return over 5 years is better than : 19.52 vs. SSGSX (-4.85).
| SSGSX | UBVAX | SSGSX / UBVAX | |
| Total Expense Ratio | 1.23 | 1.24 | 99% |
| Annual Report Gross Expense Ratio | 1.23 | 1.34 | 92% |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 4.632 | 3.864 | 120% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 9.19B | 55% |
| Annual Yield % from dividends | 0.61 | 1.52 | 40% |
| Returns for 1 year | 2.79 | -1.04 | -269% |
| Returns for 3 years | -1.97 | 6.00 | -33% |
| Returns for 5 years | -4.85 | 19.52 | -25% |
| Returns for 10 years | 49.63 | 73.32 | 68% |
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