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SSGSX vs UBVSX
SSGSX vs UBVSX Comparison
Open Charts SSGSX vs UBVSX
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
Undiscovered Managers Behavioral Val I
Price$87.44
Change+$1.15 (+1.33%)
VolumeN/A
Net Assets10.13B
SSGSX vs UBVSX Comparison Chart in %
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SSGSX vs. UBVSX commentary
Sep 09, 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: 10.1B vs. SSGSX (5.64B). UBVSX pays higher dividends than SSGSX: UBVSX (1.69) vs SSGSX (0.47). SSGSX was incepted earlier than UBVSX: SSGSX (26 years) vs UBVSX (12 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 (27.00). 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 : 3.90 vs. SSGSX (-1.56). UBVSX return over 5 years is better than : 91.82 vs. SSGSX (22.95).
| SSGSX | UBVSX | SSGSX / UBVSX | |
| Total Expense Ratio | 1.26 | 0.99 | 127% |
| Annual Report Gross Expense Ratio | 1.26 | 1.10 | 115% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | 2.046 | 4.984 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.64B | 10.1B | 56% |
| Annual Yield % from dividends | 0.47 | 1.69 | 28% |
| Returns for 1 year | -1.56 | 3.90 | -40% |
| Returns for 3 years | 3.97 | 15.38 | 26% |
| Returns for 5 years | 22.95 | 91.82 | 25% |
| Returns for 10 years | 24.71 | 71.18 | 35% |
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