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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.57 (-1.23%)
VolumeN/A
Net Assets5.23B
Undiscovered Managers Behavioral Val R6
Price$82.69
Change-$0.35 (-0.42%)
VolumeN/A
Net Assets9.2B
SSGSX vs UBVFX Comparison Chart in %
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SSGSX vs. UBVFX commentary
Nov 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 Buy and UBVFX is a Buy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 9.2B vs. SSGSX (5.23B). UBVFX pays higher dividends than SSGSX: UBVFX (1.94) vs SSGSX (0.49). SSGSX was incepted earlier than UBVFX: SSGSX (27 years) vs UBVFX (13 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 (35.00). 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 : -8.40 vs. SSGSX (-12.62). UBVFX return over 5 years is better than : 52.95 vs. SSGSX (8.71).
| SSGSX | UBVFX | SSGSX / UBVFX | |
| Total Expense Ratio | 1.26 | 0.80 | 158% |
| Annual Report Gross Expense Ratio | 1.26 | 0.85 | 148% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | -0.129 | -1.471 | 9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23B | 9.2B | 57% |
| Annual Yield % from dividends | 0.49 | 1.94 | 25% |
| Returns for 1 year | -12.62 | -8.40 | 150% |
| Returns for 3 years | -6.25 | 2.27 | -276% |
| Returns for 5 years | 8.71 | 52.95 | 16% |
| Returns for 10 years | 20.45 | 58.94 | 35% |
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