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SSGSX vs UBVLX
SSGSX vs UBVLX Comparison
Open Charts SSGSX vs UBVLX
Victory Sycamore Small Company Opp A
Price$45.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets5.12B
Undiscovered Managers Behavioral Val L
Price$79.00
Change+$0.34 (+0.43%)
VolumeN/A
Net Assets8.96B
SSGSX vs UBVLX Comparison Chart in %
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SSGSX vs. UBVLX 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 UBVLX is a Hold.
FUNDAMENTALS
Fundamentals
UBVLX has more cash in the bank: 8.96B vs. SSGSX (5.13B). UBVLX pays higher dividends than SSGSX: UBVLX (1.82) vs SSGSX (0.48). SSGSX was incepted earlier than UBVLX: SSGSX (27 years) vs UBVLX (27 years). SSGSX (1.23) is less costly to investors than UBVLX (0.94). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVLX (35.00). SSGSX has a lower initial minimum investment than UBVLX: SSGSX (2500) vs UBVLX (3000000). SSGSX annual gain was more profitable for investors over the last year : -2.42 vs. UBVLX (-6.22). UBVLX return over 5 years is better than : 29.22 vs. SSGSX (-0.63).
| SSGSX | UBVLX | SSGSX / UBVLX | |
| Total Expense Ratio | 1.23 | 0.90 | 137% |
| Annual Report Gross Expense Ratio | 1.23 | 0.94 | 131% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -1.723 | -6.064 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 8.96B | 57% |
| Annual Yield % from dividends | 0.48 | 1.82 | 26% |
| Returns for 1 year | -2.42 | -6.22 | 39% |
| Returns for 3 years | 0.45 | 8.27 | 5% |
| Returns for 5 years | -0.63 | 29.22 | -2% |
| Returns for 10 years | 18.71 | 54.68 | 34% |
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