Interact to see
Advertisement
Advertisement
SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.57 (-1.23%)
VolumeN/A
Net Assets5.23B
Undiscovered Managers Behavioral Val I
Price$81.96
Change-$0.35 (-0.43%)
VolumeN/A
Net Assets9.16B
SSGSX vs UBVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SSGSX vs. UBVSX 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 UBVSX is a Buy.
FUNDAMENTALS
Fundamentals
UBVSX has more cash in the bank: 9.16B vs. SSGSX (5.23B). UBVSX pays higher dividends than SSGSX: UBVSX (1.78) vs SSGSX (0.49). SSGSX was incepted earlier than UBVSX: SSGSX (27 years) vs UBVSX (13 years). SSGSX (1.26) is less costly to investors than UBVSX (1.10). SSGSX is a more actively managed with annual turnover of: 37.00 vs. UBVSX (35.00). SSGSX has a lower initial minimum investment than UBVSX: SSGSX (2500) vs UBVSX (1000000). UBVSX annual gain was more profitable for investors over the last year : -8.60 vs. SSGSX (-12.62). UBVSX return over 5 years is better than : 51.53 vs. SSGSX (8.71).
| SSGSX | UBVSX | SSGSX / UBVSX | |
| Total Expense Ratio | 1.26 | 0.99 | 127% |
| Annual Report Gross Expense Ratio | 1.26 | 1.10 | 115% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | -0.129 | -1.625 | 8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23B | 9.16B | 57% |
| Annual Yield % from dividends | 0.49 | 1.78 | 27% |
| Returns for 1 year | -12.62 | -8.60 | 147% |
| Returns for 3 years | -6.25 | 1.78 | -352% |
| Returns for 5 years | 8.71 | 51.53 | 17% |
| Returns for 10 years | 20.45 | 55.61 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement