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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
Undiscovered Managers Behavioral Val R6
Price$88.19
Change+$1.17 (+1.34%)
VolumeN/A
Net Assets10.08B
SSGSX vs UBVFX Comparison Chart in %
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SSGSX vs. UBVFX commentary
Sep 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 Buy and UBVFX is a Buy.
FUNDAMENTALS
Fundamentals
UBVFX has more cash in the bank: 10.1B vs. SSGSX (5.64B). UBVFX pays higher dividends than SSGSX: UBVFX (1.83) vs SSGSX (0.47). 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 : 4.12 vs. SSGSX (-1.56). UBVFX return over 5 years is better than : 93.68 vs. SSGSX (22.95).
| 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 | 2.046 | 5.114 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 10.1B | 56% |
| Annual Yield % from dividends | 0.47 | 1.83 | 26% |
| Returns for 1 year | -1.56 | 4.12 | -38% |
| Returns for 3 years | 3.97 | 15.95 | 25% |
| Returns for 5 years | 22.95 | 93.68 | 24% |
| Returns for 10 years | 24.71 | 74.86 | 33% |
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