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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.63B
Undiscovered Managers Behavioral Val R6
Price$79.86
Change-$1.48 (-1.82%)
VolumeN/A
Net Assets9.5B
SSGSX vs UBVFX Comparison Chart
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SSGSX vs. UBVFX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 9.5B vs. SSGSX (5.63B). UBVFX pays higher dividends than SSGSX: UBVFX (2.02) vs SSGSX (0.52). 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 : 0.70 vs. SSGSX (-8.36). UBVFX return over 5 years is better than : 88.25 vs. SSGSX (21.72).
| 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 | -8.400 | -5.244 | 160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.63B | 9.5B | 59% |
| Annual Yield % from dividends | 0.52 | 2.02 | 26% |
| Returns for 1 year | -8.36 | 0.70 | -1,192% |
| Returns for 3 years | -3.90 | 6.46 | -60% |
| Returns for 5 years | 21.72 | 88.25 | 25% |
| Returns for 10 years | 7.10 | 48.18 | 15% |
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