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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.31B
Undiscovered Managers Behavioral Val R6
Price$84.07
Change+$0.45 (+0.54%)
VolumeN/A
Net Assets9.47B
SSGSX vs UBVFX Comparison Chart in %
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SSGSX vs. UBVFX commentary
Oct 19, 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: 9.47B vs. SSGSX (5.31B). UBVFX pays higher dividends than SSGSX: UBVFX (1.87) vs SSGSX (0.48). SSGSX was incepted earlier than UBVFX: SSGSX (27 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 (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 : -4.78 vs. SSGSX (-8.48). UBVFX return over 5 years is better than : 77.71 vs. SSGSX (18.06).
| 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 | 12 years | - |
| Gain YTD | -1.034 | -0.249 | 415% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 9.47B | 56% |
| Annual Yield % from dividends | 0.48 | 1.87 | 25% |
| Returns for 1 year | -8.48 | -4.78 | 177% |
| Returns for 3 years | 1.10 | 11.44 | 10% |
| Returns for 5 years | 18.06 | 77.71 | 23% |
| Returns for 10 years | 18.76 | 61.44 | 31% |
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