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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
Undiscovered Managers Behavioral Val R6
Price$85.72
Change+$0.49 (+0.57%)
VolumeN/A
Net Assets9.95B
SSGSX vs UBVFX Comparison Chart in %
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SSGSX vs. UBVFX commentary
Jul 07, 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 UBVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 9.95B vs. SSGSX (5.82B). UBVFX pays higher dividends than SSGSX: UBVFX (1.97) vs SSGSX (0.51). SSGSX was incepted earlier than UBVFX: SSGSX (26 years) vs UBVFX (12 years). SSGSX (1.26) is less costly to investors than UBVFX (0.85). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVFX (27.00). SSGSX has a lower initial minimum investment than UBVFX: SSGSX (2500) vs UBVFX (15000000). UBVFX annual gain was more profitable for investors over the last year : 8.25 vs. SSGSX (-1.26). UBVFX return over 5 years is better than : 107.55 vs. SSGSX (29.33).
| SSGSX | UBVFX | SSGSX / UBVFX | |
| Total Expense Ratio | 1.26 | 0.80 | 158% |
| Annual Report Gross Expense Ratio | 1.26 | 0.85 | 148% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | -2.068 | 1.709 | -121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.82B | 9.95B | 58% |
| Annual Yield % from dividends | 0.51 | 1.97 | 26% |
| Returns for 1 year | -1.26 | 8.25 | -15% |
| Returns for 3 years | 2.38 | 14.21 | 17% |
| Returns for 5 years | 29.33 | 107.55 | 27% |
| Returns for 10 years | 16.52 | 61.67 | 27% |
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