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SSGSX vs UBVLX
SSGSX vs UBVLX Comparison
Open Charts SSGSX vs UBVLX
Victory Sycamore Small Company Opp A
Price$47.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.64B
Undiscovered Managers Behavioral Val L
Price$87.81
Change-$0.53 (-0.60%)
VolumeN/A
Net Assets10.06B
SSGSX vs UBVLX Comparison Chart in %
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SSGSX vs. UBVLX commentary
Sep 09, 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 UBVLX is a Buy.
FUNDAMENTALS
Fundamentals
UBVLX has more cash in the bank: 10.1B vs. SSGSX (5.64B). UBVLX pays higher dividends than SSGSX: UBVLX (1.75) vs SSGSX (0.47). SSGSX was incepted earlier than UBVLX: SSGSX (26 years) vs UBVLX (27 years). SSGSX (1.26) is less costly to investors than UBVLX (0.95). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVLX (27.00). SSGSX has a lower initial minimum investment than UBVLX: SSGSX (2500) vs UBVLX (3000000). UBVLX annual gain was more profitable for investors over the last year : 4.94 vs. SSGSX (-0.11). UBVLX return over 5 years is better than : 97.95 vs. SSGSX (25.10).
| SSGSX | UBVLX | SSGSX / UBVLX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.26 | 0.95 | 133% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 2.046 | 4.411 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 10.1B | 56% |
| Annual Yield % from dividends | 0.47 | 1.75 | 27% |
| Returns for 1 year | -0.11 | 4.94 | -2% |
| Returns for 3 years | 0.11 | 10.49 | 1% |
| Returns for 5 years | 25.10 | 97.95 | 26% |
| Returns for 10 years | 25.48 | 73.53 | 35% |
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