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SSGSX vs UBVFX
SSGSX vs UBVFX Comparison
Open Charts SSGSX vs UBVFX
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
Undiscovered Managers Behavioral Val R6
Price$82.51
Change-$2.68 (-3.15%)
VolumeN/A
Net Assets8.97B
SSGSX vs UBVFX Comparison Chart in %
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SSGSX vs. UBVFX commentary
Feb 04, 2026
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: 8.97B vs. SSGSX (5.04B). UBVFX pays higher dividends than SSGSX: UBVFX (1.81) vs SSGSX (0.58). 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 : 3.83 vs. UBVFX (-1.41). UBVFX return over 5 years is better than : 26.03 vs. SSGSX (-0.23).
| 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 | 8.123 | 5.135 | 158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.04B | 8.97B | 56% |
| Annual Yield % from dividends | 0.58 | 1.81 | 32% |
| Returns for 1 year | 3.83 | -1.41 | -272% |
| Returns for 3 years | -3.10 | 5.32 | -58% |
| Returns for 5 years | -0.23 | 26.03 | -1% |
| Returns for 10 years | 53.01 | 81.84 | 65% |
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