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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$47.21
Change+$0.63 (+1.35%)
VolumeN/A
Net Assets5.18B
Undiscovered Managers Behavioral Val R2
Price$80.17
Change+$0.68 (+0.86%)
VolumeN/A
Net Assets9.24B
SSGSX vs UBVRX Comparison Chart in %
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SSGSX vs. UBVRX commentary
Dec 04, 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 StrongBuy and UBVRX is a Hold.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.24B vs. SSGSX (5.18B). UBVRX pays higher dividends than SSGSX: UBVRX (1.31) vs SSGSX (0.48). SSGSX was incepted earlier than UBVRX: SSGSX (27 years) vs UBVRX (13 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 : -9.44 vs. SSGSX (-13.68). UBVRX return over 5 years is better than : 39.09 vs. SSGSX (4.92).
| 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 | 13 years | - |
| Gain YTD | 0.582 | 0.275 | 211% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18B | 9.24B | 56% |
| Annual Yield % from dividends | 0.48 | 1.31 | 36% |
| Returns for 1 year | -13.68 | -9.44 | 145% |
| Returns for 3 years | -7.65 | 0.41 | -1,865% |
| Returns for 5 years | 4.92 | 39.09 | 13% |
| Returns for 10 years | 17.51 | 46.70 | 37% |
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