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SSGSX vs UBVRX
SSGSX vs UBVRX Comparison
Open Charts SSGSX vs UBVRX
Victory Sycamore Small Company Opp A
Price$45.63
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets5.12B
Undiscovered Managers Behavioral Val R2
Price$74.73
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets8.96B
SSGSX vs UBVRX Comparison Chart in %
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SSGSX vs. UBVRX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
UBVRX has more cash in the bank: 8.96B vs. SSGSX (5.13B). 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 (1.23). 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 : -2.42 vs. UBVRX (-6.70). UBVRX return over 5 years is better than : 24.85 vs. SSGSX (-0.63).
| 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 | -1.723 | -6.541 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 8.96B | 57% |
| Annual Yield % from dividends | 0.48 | 1.31 | 36% |
| Returns for 1 year | -2.42 | -6.70 | 36% |
| Returns for 3 years | 0.45 | 5.82 | 8% |
| Returns for 5 years | -0.63 | 24.85 | -3% |
| Returns for 10 years | 18.71 | 44.13 | 42% |
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