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SSGSX vs UBVCX
SSGSX vs UBVCX Comparison
Open Charts SSGSX vs UBVCX
Victory Sycamore Small Company Opp A
Price$49.22
Change+$0.90 (+1.86%)
VolumeN/A
Net Assets5.04B
Undiscovered Managers Behavioral Val C
Price$74.45
Change+$2.21 (+3.06%)
VolumeN/A
Net Assets9.23B
SSGSX vs UBVCX Comparison Chart in %
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SSGSX vs. UBVCX commentary
Feb 06, 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 UBVCX is a Buy.
FUNDAMENTALS
Fundamentals
UBVCX has more cash in the bank: 9.23B vs. SSGSX (5.04B). UBVCX pays higher dividends than SSGSX: UBVCX (1.13) vs SSGSX (0.58). SSGSX was incepted earlier than UBVCX: SSGSX (27 years) vs UBVCX (22 years). UBVCX (1.84) is less costly to investors than SSGSX (1.23). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVCX (35.00). UBVCX has a lower initial minimum investment than SSGSX: UBVCX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 4.83 vs. UBVCX (-1.31). UBVCX return over 5 years is better than : 20.22 vs. SSGSX (0.79).
| SSGSX | UBVCX | SSGSX / UBVCX | |
| Total Expense Ratio | 1.23 | 1.74 | 71% |
| Annual Report Gross Expense Ratio | 1.23 | 1.84 | 67% |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 10.137 | 8.259 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.04B | 9.23B | 55% |
| Annual Yield % from dividends | 0.58 | 1.13 | 51% |
| Returns for 1 year | 4.83 | -1.31 | -367% |
| Returns for 3 years | -1.30 | 3.29 | -39% |
| Returns for 5 years | 0.79 | 20.22 | 4% |
| Returns for 10 years | 55.86 | 64.02 | 87% |
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