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SSGSX vs UBVLX
SSGSX vs UBVLX Comparison
Open Charts SSGSX vs UBVLX
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
Undiscovered Managers Behavioral Val L
Price$82.30
Change-$2.64 (-3.11%)
VolumeN/A
Net Assets8.95B
SSGSX vs UBVLX Comparison Chart in %
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SSGSX vs. UBVLX 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 UBVLX is a Buy.
FUNDAMENTALS
Fundamentals
UBVLX has more cash in the bank: 8.96B vs. SSGSX (5.04B). UBVLX pays higher dividends than SSGSX: UBVLX (1.72) vs SSGSX (0.58). 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 : 3.83 vs. UBVLX (-1.54). UBVLX return over 5 years is better than : 25.45 vs. SSGSX (-0.23).
| 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 | 8.123 | 5.122 | 159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.04B | 8.96B | 56% |
| Annual Yield % from dividends | 0.58 | 1.72 | 34% |
| Returns for 1 year | 3.83 | -1.54 | -249% |
| Returns for 3 years | -3.10 | 4.94 | -63% |
| Returns for 5 years | -0.23 | 25.45 | -1% |
| Returns for 10 years | 53.01 | 80.10 | 66% |
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