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SSGSX vs UBVAX
SSGSX vs UBVAX Comparison
Open Charts SSGSX vs UBVAX
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
Undiscovered Managers Behavioral Val A
Price$79.14
Change-$2.63 (-3.22%)
VolumeN/A
Net Assets8.97B
SSGSX vs UBVAX Comparison Chart in %
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SSGSX vs. UBVAX commentary
Feb 05, 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 Buy and UBVAX is a Buy.
FUNDAMENTALS
Fundamentals
UBVAX has more cash in the bank: 8.97B vs. SSGSX (5.04B). UBVAX pays higher dividends than SSGSX: UBVAX (1.46) vs SSGSX (0.58). 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 : 3.83 vs. UBVAX (-2.15). UBVAX return over 5 years is better than : 22.50 vs. SSGSX (-0.23).
| 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 | 8.123 | 5.086 | 160% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.04B | 8.97B | 56% |
| Annual Yield % from dividends | 0.58 | 1.46 | 40% |
| Returns for 1 year | 3.83 | -2.15 | -178% |
| Returns for 3 years | -3.10 | 3.26 | -95% |
| Returns for 5 years | -0.23 | 22.50 | -1% |
| Returns for 10 years | 53.01 | 71.92 | 74% |
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