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SSGSX vs UBVAX
SSGSX vs UBVAX Comparison
Open Charts SSGSX vs UBVAX
Victory Sycamore Small Company Opp A
Price$45.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets5.12B
Undiscovered Managers Behavioral Val A
Price$76.00
Change+$0.33 (+0.44%)
VolumeN/A
Net Assets8.93B
SSGSX vs UBVAX Comparison Chart in %
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SSGSX vs. UBVAX commentary
Dec 25, 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 UBVAX is a Hold.
FUNDAMENTALS
Fundamentals
UBVAX has more cash in the bank: 8.93B vs. SSGSX (5.12B). UBVAX pays higher dividends than SSGSX: UBVAX (1.56) vs SSGSX (0.48). 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 : -2.42 vs. UBVAX (-6.53). UBVAX return over 5 years is better than : 26.53 vs. SSGSX (-0.63).
| 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 | -1.723 | -6.369 | 27% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 8.93B | 57% |
| Annual Yield % from dividends | 0.48 | 1.56 | 31% |
| Returns for 1 year | -2.42 | -6.53 | 37% |
| Returns for 3 years | 0.45 | 6.84 | 7% |
| Returns for 5 years | -0.63 | 26.53 | -2% |
| Returns for 10 years | 18.71 | 48.08 | 39% |
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