SSGSX
Price
$45.47
Change
+$0.28 (+0.62%)
Updated
Jul 3 closing price
Net Assets
5.82B
UBVRX
Price
$81.02
Change
+$0.46 (+0.57%)
Updated
Jul 3 closing price
Net Assets
9.95B
Interact to see
Advertisement

SSGSX vs UBVRX

Header iconSSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRXBanner chart's image
Victory Sycamore Small Company Opp A
Price$45.47
Change+$0.28 (+0.62%)
VolumeN/A
Net Assets5.82B
Undiscovered Managers Behavioral Val R2
Price$81.02
Change+$0.46 (+0.57%)
VolumeN/A
Net Assets9.95B
SSGSX vs UBVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SSGSX vs. UBVRX commentary
Jul 07, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.95B vs. SSGSX (5.82B). UBVRX pays higher dividends than SSGSX: UBVRX (1.35) vs SSGSX (0.51). 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 : 7.29 vs. SSGSX (-1.26). UBVRX return over 5 years is better than : 99.37 vs. SSGSX (29.33).
SSGSXUBVRXSSGSX / UBVRX
Total Expense Ratio1.261.5581%
Annual Report Gross Expense Ratio1.261.6278%
Fund Existence26 years12 years-
Gain YTD-2.0681.326-156%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.82B9.95B58%
Annual Yield % from dividends0.511.3538%
Returns for 1 year-1.267.29-17%
Returns for 3 years2.3811.4821%
Returns for 5 years29.3399.3730%
Returns for 10 years16.5249.1434%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FMGKX15.720.22
+1.42%
Fidelity Magellan K
RSGRX33.210.39
+1.19%
Victory RS Growth A
JSGZX16.450.15
+0.92%
JPMorgan Small Cap Growth R2
ASGTX5.300.04
+0.76%
Transamerica Small Cap Growth A
MXISX12.960.08
+0.62%
Empower S&P SmallCap 600® Index Inv