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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$42.53
Change-$0.78 (-1.80%)
VolumeN/A
Net Assets5.52B
Undiscovered Managers Behavioral Val R2
Price$75.51
Change-$1.40 (-1.82%)
VolumeN/A
Net Assets9.33B
SSGSX vs UBVRX Comparison Chart
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SSGSX vs. UBVRX commentary
Jun 16, 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 UBVRX is a Hold.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.33B vs. SSGSX (5.52B). UBVRX pays higher dividends than SSGSX: UBVRX (1.38) vs SSGSX (0.52). SSGSX was incepted earlier than UBVRX: SSGSX (26 years) vs UBVRX (12 years). UBVRX (1.62) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVRX (27.00). UBVRX has a lower initial minimum investment than SSGSX: UBVRX (0) vs SSGSX (2500). UBVRX annual gain was more profitable for investors over the last year : -0.21 vs. SSGSX (-8.36). UBVRX return over 5 years is better than : 80.82 vs. SSGSX (21.72).
| SSGSX | UBVRX | SSGSX / UBVRX | |
| Total Expense Ratio | 1.26 | 1.55 | 81% |
| Annual Report Gross Expense Ratio | 1.26 | 1.62 | 78% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | -8.400 | -5.565 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.52B | 9.33B | 59% |
| Annual Yield % from dividends | 0.52 | 1.38 | 38% |
| Returns for 1 year | -8.36 | -0.21 | 4,048% |
| Returns for 3 years | -3.90 | 3.93 | -99% |
| Returns for 5 years | 21.72 | 80.82 | 27% |
| Returns for 10 years | 7.10 | 36.69 | 19% |
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