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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.57 (-1.23%)
VolumeN/A
Net Assets5.23B
Undiscovered Managers Behavioral Val R2
Price$77.95
Change-$0.33 (-0.42%)
VolumeN/A
Net Assets9.16B
SSGSX vs UBVRX Comparison Chart in %
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SSGSX vs. UBVRX commentary
Nov 14, 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: 9.16B vs. SSGSX (5.23B). UBVRX pays higher dividends than SSGSX: UBVRX (1.33) vs SSGSX (0.49). 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 : -9.22 vs. SSGSX (-12.62). UBVRX return over 5 years is better than : 46.96 vs. SSGSX (8.71).
| 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 | -0.129 | -2.101 | 6% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23B | 9.16B | 57% |
| Annual Yield % from dividends | 0.49 | 1.33 | 37% |
| Returns for 1 year | -12.62 | -9.22 | 137% |
| Returns for 3 years | -6.25 | -0.15 | 4,094% |
| Returns for 5 years | 8.71 | 46.96 | 19% |
| Returns for 10 years | 20.45 | 46.63 | 44% |
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