Interact to see
Advertisement
Advertisement
SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
Undiscovered Managers Behavioral Val R2
Price$77.79
Change-$2.57 (-3.20%)
VolumeN/A
Net Assets8.97B
SSGSX vs UBVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSGSX vs. UBVRX commentary
Feb 05, 2026
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: 8.97B vs. SSGSX (5.04B). UBVRX pays higher dividends than SSGSX: UBVRX (1.23) vs SSGSX (0.58). SSGSX was incepted earlier than UBVRX: SSGSX (27 years) vs UBVRX (13 years). UBVRX (1.62) is less costly to investors than SSGSX (1.23). SSGSX is a more actively managed with annual turnover of: 50.00 vs. UBVRX (35.00). UBVRX has a lower initial minimum investment than SSGSX: UBVRX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 3.83 vs. UBVRX (-2.58). UBVRX return over 5 years is better than : 20.55 vs. SSGSX (-0.23).
| SSGSX | UBVRX | SSGSX / UBVRX | |
| Total Expense Ratio | 1.23 | 1.55 | 79% |
| Annual Report Gross Expense Ratio | 1.23 | 1.62 | 76% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 8.123 | 5.065 | 160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.04B | 8.97B | 56% |
| Annual Yield % from dividends | 0.58 | 1.23 | 47% |
| Returns for 1 year | 3.83 | -2.58 | -148% |
| Returns for 3 years | -3.10 | 2.01 | -154% |
| Returns for 5 years | -0.23 | 20.55 | -1% |
| Returns for 10 years | 53.01 | 66.94 | 79% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers