Interact to see
Advertisement
Advertisement
SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$45.64
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets5.12B
Undiscovered Managers Behavioral Val R6
Price$79.38
Change+$0.19 (+0.24%)
VolumeN/A
Net Assets8.96B
SSGSX vs UBVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSGSX vs. UBVFX commentary
Dec 27, 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: 8.96B vs. SSGSX (5.13B). UBVFX pays higher dividends than SSGSX: UBVFX (1.91) vs SSGSX (0.48). SSGSX was incepted earlier than UBVFX: SSGSX (27 years) vs UBVFX (13 years). SSGSX (1.23) is less costly to investors than UBVFX (0.84). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVFX (35.00). SSGSX has a lower initial minimum investment than UBVFX: SSGSX (2500) vs UBVFX (15000000). SSGSX annual gain was more profitable for investors over the last year : -2.42 vs. UBVFX (-6.20). UBVFX return over 5 years is better than : 29.69 vs. SSGSX (-0.63).
| SSGSX | UBVFX | SSGSX / UBVFX | |
| Total Expense Ratio | 1.23 | 0.80 | 154% |
| Annual Report Gross Expense Ratio | 1.23 | 0.84 | 146% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | -1.723 | -6.039 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 8.96B | 57% |
| Annual Yield % from dividends | 0.48 | 1.91 | 25% |
| Returns for 1 year | -2.42 | -6.20 | 39% |
| Returns for 3 years | 0.45 | 8.55 | 5% |
| Returns for 5 years | -0.63 | 29.69 | -2% |
| Returns for 10 years | 18.71 | 56.02 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers