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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
Undiscovered Managers Behavioral Val R2
Price$83.25
Change+$1.10 (+1.34%)
VolumeN/A
Net Assets10.13B
SSGSX vs UBVRX Comparison Chart in %
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SSGSX vs. UBVRX commentary
Sep 08, 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 UBVRX is a Buy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 10.1B vs. SSGSX (5.64B). UBVRX pays higher dividends than SSGSX: UBVRX (1.26) vs SSGSX (0.47). 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 : 3.18 vs. SSGSX (-1.56). UBVRX return over 5 years is better than : 86.03 vs. SSGSX (22.95).
| 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 | 2.046 | 4.577 | 45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 10.1B | 56% |
| Annual Yield % from dividends | 0.47 | 1.26 | 38% |
| Returns for 1 year | -1.56 | 3.18 | -49% |
| Returns for 3 years | 3.97 | 13.19 | 30% |
| Returns for 5 years | 22.95 | 86.03 | 27% |
| Returns for 10 years | 24.71 | 61.32 | 40% |
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