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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$45.95
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets5.31B
Undiscovered Managers Behavioral Val R2
Price$79.29
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets9.51B
SSGSX vs UBVRX Comparison Chart in %
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SSGSX vs. UBVRX commentary
Oct 19, 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: 9.51B vs. SSGSX (5.31B). UBVRX pays higher dividends than SSGSX: UBVRX (1.28) vs SSGSX (0.48). SSGSX was incepted earlier than UBVRX: SSGSX (27 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 (35.00). 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 : -5.63 vs. SSGSX (-8.48). UBVRX return over 5 years is better than : 70.74 vs. SSGSX (18.06).
| SSGSX | UBVRX | SSGSX / UBVRX | |
| Total Expense Ratio | 1.26 | 1.55 | 81% |
| Annual Report Gross Expense Ratio | 1.26 | 1.62 | 78% |
| Fund Existence | 27 years | 12 years | - |
| Gain YTD | -1.034 | -0.838 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.31B | 9.51B | 56% |
| Annual Yield % from dividends | 0.48 | 1.28 | 37% |
| Returns for 1 year | -8.48 | -5.63 | 151% |
| Returns for 3 years | 1.10 | 8.79 | 12% |
| Returns for 5 years | 18.06 | 70.74 | 26% |
| Returns for 10 years | 18.76 | 48.92 | 38% |
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