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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$45.37
Change+$0.32 (+0.71%)
VolumeN/A
Net Assets5.73B
Undiscovered Managers Behavioral Val R2
Price$81.02
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets9.9B
SSGSX vs UBVRX Comparison Chart in %
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SSGSX vs. UBVRX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 9.9B vs. SSGSX (5.73B). 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 : -1.83 vs. SSGSX (-8.77). UBVRX return over 5 years is better than : 90.83 vs. SSGSX (23.49).
| 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 | -2.283 | 1.326 | -172% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.73B | 9.9B | 58% |
| Annual Yield % from dividends | 0.51 | 1.35 | 38% |
| Returns for 1 year | -8.77 | -1.83 | 479% |
| Returns for 3 years | -2.14 | 8.31 | -26% |
| Returns for 5 years | 23.49 | 90.83 | 26% |
| Returns for 10 years | 18.39 | 52.06 | 35% |
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